FPKFX vs. FZACX

In the year-to-date period, FPKFX achieves a -1.86% return, which is significantly higher than FZACX's -3.39% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

FPKFX has a 0.32% expense ratio, which is lower than FZACX's 0.48% expense ratio.

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.

The current FPKFX Sharpe Ratio is 0.53, which is higher than the FZACX Sharpe Ratio of -0.18. The chart below compares the historical Sharpe Ratios of FPKFX and FZACX, 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 1.81%, more than FZACX's 0.59% yield.

The maximum FPKFX drawdown since its inception was -24.46%, smaller than the maximum FZACX drawdown of -37.65%. Use the drawdown chart below to compare losses from any high point for FPKFX and FZACX. For additional features, visit the drawdowns tool.

The current volatility for Fidelity Puritan K6 Fund (FPKFX) is 3.82%, while Fidelity Advisor Diversified Stock Fund Class Z (FZACX) has a volatility of 5.97%. 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.