FPKFX vs. TRAIX

In the year-to-date period, FPKFX achieves a -3.65% return, which is significantly lower than TRAIX's 1.13% return.

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FPKFX has a 0.32% expense ratio, which is lower than TRAIX's 0.59% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Puritan K6 Fund (FPKFX) and T. Rowe Price Capital Appreciation Fund - I Class (TRAIX). 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 TRAIX Sharpe Ratio of 0.03. The chart below compares the historical Sharpe Ratios of FPKFX and TRAIX, 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%, less than TRAIX's 2.44% yield.

The maximum FPKFX drawdown since its inception was -24.46%, smaller than the maximum TRAIX drawdown of -26.84%. Use the drawdown chart below to compare losses from any high point for FPKFX and TRAIX. For additional features, visit the drawdowns tool.

Fidelity Puritan K6 Fund (FPKFX) and T. Rowe Price Capital Appreciation Fund - I Class (TRAIX) have volatilities of 4.48% and 4.35%, 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.