FPKFX vs. FPURX
Compare and contrast key facts about Fidelity Puritan K6 Fund (FPKFX) and Fidelity Puritan Fund (FPURX).
FPKFX is managed by Fidelity. It was launched on Jun 14, 2019. 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: FPKFX or FPURX.
Key characteristics
| FPKFX | FPURX | |
|---|---|---|
| YTD Return | 15.58% | 15.39% |
| 1Y Return | 23.57% | 23.33% |
| 3Y Return (Ann) | 6.52% | 6.38% |
| 5Y Return (Ann) | 11.82% | 11.69% |
| Sharpe Ratio | 2.21 | 2.22 |
| Daily Std Dev | 10.66% | 10.54% |
| Max Drawdown | -24.46% | -30.70% |
| Current Drawdown | -0.12% | -0.26% |
Correlation
The correlation between FPKFX and FPURX is 0.99, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FPKFX vs. FPURX - Performance Comparison
The year-to-date returns for both stocks are quite close, with FPKFX having a 15.58% return and FPURX slightly lower at 15.39%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FPKFX vs. FPURX - Expense Ratio Comparison
FPKFX has a 0.32% expense ratio, which is lower than FPURX's 0.50% expense ratio.
Risk-Adjusted Performance
FPKFX vs. FPURX - Risk-Adjusted Performance Comparison
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.
Dividends
FPKFX vs. FPURX - Dividend Comparison
FPKFX's dividend yield for the trailing twelve months is around 1.66%, less than FPURX's 4.74% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPKFX Fidelity Puritan K6 Fund | 1.66% | 1.67% | 1.62% | 4.34% | 1.40% | 0.63% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FPURX Fidelity Puritan Fund | 4.74% | 5.34% | 9.38% | 13.10% | 5.10% | 4.29% | 15.26% | 4.18% | 3.71% | 7.94% | 9.74% | 10.25% |
Drawdowns
FPKFX vs. FPURX - Drawdown Comparison
The maximum FPKFX drawdown since its inception was -24.46%, smaller than the maximum FPURX drawdown of -30.70%. Use the drawdown chart below to compare losses from any high point for FPKFX and FPURX. For additional features, visit the drawdowns tool.
Volatility
FPKFX vs. FPURX - Volatility Comparison
Fidelity Puritan K6 Fund (FPKFX) and Fidelity Puritan Fund (FPURX) have volatilities of 3.06% and 3.05%, 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.