FPKFX vs. FZACX
Compare and contrast key facts about Fidelity Puritan K6 Fund (FPKFX) and Fidelity Advisor Diversified Stock Fund Class Z (FZACX).
FPKFX is managed by Fidelity. It was launched on Jun 14, 2019. FZACX is managed by Fidelity. It was launched on Aug 13, 2013.
Performance
FPKFX vs. FZACX - Performance Comparison
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FPKFX vs. FZACX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FPKFX Fidelity Puritan K6 Fund | -3.94% | 11.37% | 18.95% | 20.29% | -17.11% | 19.10% | 20.22% | 9.41% |
FZACX Fidelity Advisor Diversified Stock Fund Class Z | -5.68% | 14.06% | 28.02% | 28.33% | -19.88% | 28.19% | 27.41% | 11.51% |
Returns By Period
In the year-to-date period, FPKFX achieves a -3.94% return, which is significantly higher than FZACX's -5.68% return.
FPKFX
- 1D
- -0.36%
- 1M
- -6.64%
- YTD
- -3.94%
- 6M
- -1.95%
- 1Y
- 11.47%
- 3Y*
- 13.24%
- 5Y*
- 7.74%
- 10Y*
- —
FZACX
- 1D
- -0.71%
- 1M
- -8.67%
- YTD
- -5.68%
- 6M
- -3.24%
- 1Y
- 15.77%
- 3Y*
- 18.29%
- 5Y*
- 11.08%
- 10Y*
- 14.41%
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FPKFX vs. FZACX - Expense Ratio Comparison
FPKFX has a 0.32% expense ratio, which is lower than FZACX's 0.48% expense ratio.
Return for Risk
FPKFX vs. FZACX — Risk / Return Rank
FPKFX
FZACX
FPKFX vs. FZACX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Puritan K6 Fund (FPKFX) and Fidelity Advisor Diversified Stock Fund Class Z (FZACX). 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.
| FPKFX | FZACX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 0.85 | +0.08 |
Sortino ratioReturn per unit of downside risk | 1.36 | 1.29 | +0.07 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.19 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.16 | 1.09 | +0.07 |
Martin ratioReturn relative to average drawdown | 4.96 | 4.85 | +0.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FPKFX | FZACX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 0.85 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.57 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.74 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.69 | +0.05 |
Correlation
The correlation between FPKFX and FZACX 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.
Dividends
FPKFX vs. FZACX - Dividend Comparison
FPKFX's dividend yield for the trailing twelve months is around 4.36%, less than FZACX's 6.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPKFX Fidelity Puritan K6 Fund | 4.36% | 4.19% | 3.83% | 1.67% | 1.62% | 4.34% | 1.40% | 0.63% | 0.00% | 0.00% | 0.00% | 0.00% |
FZACX Fidelity Advisor Diversified Stock Fund Class Z | 6.66% | 6.28% | 13.41% | 3.39% | 8.71% | 16.27% | 5.10% | 3.12% | 13.16% | 7.44% | 1.60% | 8.32% |
Drawdowns
FPKFX vs. FZACX - Drawdown Comparison
The maximum FPKFX drawdown since its inception was -24.46%, smaller than the maximum FZACX drawdown of -30.35%. Use the drawdown chart below to compare losses from any high point for FPKFX and FZACX.
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Drawdown Indicators
| FPKFX | FZACX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.46% | -30.35% | +5.89% |
Max Drawdown (1Y)Largest decline over 1 year | -8.65% | -12.57% | +3.92% |
Max Drawdown (5Y)Largest decline over 5 years | -22.33% | -26.71% | +4.38% |
Max Drawdown (10Y)Largest decline over 10 years | — | -30.35% | — |
Current DrawdownCurrent decline from peak | -7.48% | -9.99% | +2.51% |
Average DrawdownAverage peak-to-trough decline | -4.90% | -5.13% | +0.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.03% | 2.83% | -0.80% |
Volatility
FPKFX vs. FZACX - Volatility Comparison
The current volatility for Fidelity Puritan K6 Fund (FPKFX) is 3.98%, while Fidelity Advisor Diversified Stock Fund Class Z (FZACX) has a volatility of 5.39%. This indicates that FPKFX experiences smaller price fluctuations and is considered to be less risky than FZACX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FPKFX | FZACX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.98% | 5.39% | -1.41% |
Volatility (6M)Calculated over the trailing 6-month period | 7.72% | 11.13% | -3.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.86% | 19.17% | -6.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.59% | 19.51% | -6.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.36% | 19.44% | -5.08% |