FPKFX vs. FPURX

The year-to-date returns for both investments are quite close, with FPKFX having a -3.65% return and FPURX slightly higher at -3.52%.

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FPKFX has a 0.32% expense ratio, which is lower than FPURX's 0.50% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Puritan K6 Fund (FPKFX) 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.

The current FPKFX Sharpe Ratio is 0.38, which is higher than the FPURX Sharpe Ratio of -0.24. The chart below compares the historical Sharpe Ratios of FPKFX and FPURX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FPKFX's dividend yield for the trailing twelve months is around 1.86%, which matches FPURX's 1.85% yield.

The maximum FPKFX drawdown since its inception was -24.46%, smaller than the maximum FPURX drawdown of -33.59%. Use the drawdown chart below to compare losses from any high point for FPKFX and FPURX. For additional features, visit the drawdowns tool.

Fidelity Puritan K6 Fund (FPKFX) and Fidelity Puritan Fund (FPURX) have volatilities of 4.48% and 4.29%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.