FPKFX vs. PRWCX
Compare and contrast key facts about Fidelity Puritan K6 Fund (FPKFX) and T. Rowe Price Capital Appreciation Fund (PRWCX).
FPKFX is managed by Fidelity. It was launched on Jun 14, 2019. PRWCX is managed by T. Rowe Price. It was launched on Jun 30, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FPKFX or PRWCX.
Key characteristics
| FPKFX | PRWCX | |
|---|---|---|
| YTD Return | 20.74% | 14.80% |
| 1Y Return | 29.18% | 23.19% |
| 3Y Return (Ann) | 6.27% | 6.58% |
| 5Y Return (Ann) | 12.40% | 11.76% |
| Sharpe Ratio | 3.01 | 3.19 |
| Sortino Ratio | 4.21 | 4.48 |
| Omega Ratio | 1.56 | 1.62 |
| Calmar Ratio | 4.05 | 7.28 |
| Martin Ratio | 18.47 | 26.14 |
| Ulcer Index | 1.66% | 0.93% |
| Daily Std Dev | 10.14% | 7.58% |
| Max Drawdown | -24.46% | -41.77% |
| Current Drawdown | -0.06% | -0.03% |
Correlation
The correlation between FPKFX and PRWCX is 0.90, 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. PRWCX - Performance Comparison
In the year-to-date period, FPKFX achieves a 20.74% return, which is significantly higher than PRWCX's 14.80% return. 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. PRWCX - Expense Ratio Comparison
FPKFX has a 0.32% expense ratio, which is lower than PRWCX's 0.68% expense ratio.
Risk-Adjusted Performance
FPKFX vs. PRWCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Puritan K6 Fund (FPKFX) and T. Rowe Price Capital Appreciation Fund (PRWCX). 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. PRWCX - Dividend Comparison
FPKFX's dividend yield for the trailing twelve months is around 3.20%, more than PRWCX's 1.84% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPKFX Fidelity Puritan K6 Fund | 3.20% | 1.67% | 1.62% | 1.11% | 1.04% | 0.63% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PRWCX T. Rowe Price Capital Appreciation Fund | 1.84% | 2.11% | 1.57% | 0.95% | 1.17% | 1.54% | 2.53% | 1.31% | 1.57% | 1.52% | 1.42% | 1.13% |
Drawdowns
FPKFX vs. PRWCX - Drawdown Comparison
The maximum FPKFX drawdown since its inception was -24.46%, smaller than the maximum PRWCX drawdown of -41.77%. Use the drawdown chart below to compare losses from any high point for FPKFX and PRWCX. For additional features, visit the drawdowns tool.
Volatility
FPKFX vs. PRWCX - Volatility Comparison
Fidelity Puritan K6 Fund (FPKFX) has a higher volatility of 2.80% compared to T. Rowe Price Capital Appreciation Fund (PRWCX) at 2.35%. This indicates that FPKFX's price experiences larger fluctuations and is considered to be riskier than PRWCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.