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FPACX vs. FPURX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

FPACX vs. FPURX

Last updated May 12, 2025

Compare and contrast key facts about FPA Crescent Fund (FPACX) and Fidelity Puritan Fund (FPURX).

FPACX is managed by FPA. It was launched on Jun 1, 1993. FPURX is managed by Fidelity. It was launched on Apr 16, 1947.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FPACX or FPURX.

Correlation

The correlation between FPACX and FPURX is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Performance

FPACX vs. FPURX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in FPA Crescent Fund (FPACX) and Fidelity Puritan Fund (FPURX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

FPACX:

5.96%

FPURX:

4.22%

Max Drawdown

FPACX:

-0.52%

FPURX:

-0.34%

Current Drawdown

FPACX:

0.00%

FPURX:

0.00%

Returns By Period

FPACX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

FPURX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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FPACX vs. FPURX - Expense Ratio Comparison

FPACX has a 1.00% expense ratio, which is higher than FPURX's 0.50% expense ratio.

FPACX
FPA Crescent Fund
FPURX
Fidelity Puritan Fund

Risk-Adjusted Performance

FPACX vs. FPURX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
FPACX
The Risk-Adjusted Performance Rank of FPACX is 7676
Overall Rank
The Sharpe Ratio Rank of FPACX is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of FPACX is 7272
Sortino Ratio Rank
The Omega Ratio Rank of FPACX is 7575
Omega Ratio Rank
The Calmar Ratio Rank of FPACX is 8181
Calmar Ratio Rank
The Martin Ratio Rank of FPACX is 7878
Martin Ratio Rank
FPURX
The Risk-Adjusted Performance Rank of FPURX is 1111
Overall Rank
The Sharpe Ratio Rank of FPURX is 1212
Sharpe Ratio Rank
The Sortino Ratio Rank of FPURX is 1010
Sortino Ratio Rank
The Omega Ratio Rank of FPURX is 1010
Omega Ratio Rank
The Calmar Ratio Rank of FPURX is 1111
Calmar Ratio Rank
The Martin Ratio Rank of FPURX is 1010
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FPACX vs. FPURX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for FPA Crescent Fund (FPACX) and Fidelity Puritan Fund (FPURX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

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Dividends

FPACX vs. FPURX - Dividend Comparison

FPACX's dividend yield for the trailing twelve months is around 9.17%, more than FPURX's 1.85% yield.

TTM20242023202220212020201920182017201620152014
FPACX
FPA Crescent Fund		9.17%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
FPURX
Fidelity Puritan Fund		1.85%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

FPACX vs. FPURX - Drawdown Comparison

The maximum FPACX drawdown since its inception was -0.52%, which is greater than FPURX's maximum drawdown of -0.34%. Use the drawdown chart below to compare losses from any high point for FPACX and FPURX. For additional features, visit the drawdowns tool.

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Volatility

FPACX vs. FPURX - Volatility Comparison

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