FPKFX vs. TRAIX
Compare and contrast key facts about Fidelity Puritan K6 Fund (FPKFX) and T. Rowe Price Capital Appreciation Fund - I Class (TRAIX).
FPKFX is managed by Fidelity. It was launched on Jun 14, 2019. TRAIX is an actively managed fund by T. Rowe Price. It was launched on Dec 17, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FPKFX or TRAIX.
Correlation
The correlation between FPKFX and TRAIX 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. TRAIX - Performance Comparison
Key characteristics
FPKFX:
0.19
TRAIX:
-0.11
FPKFX:
0.36
TRAIX:
-0.04
FPKFX:
1.05
TRAIX:
0.99
FPKFX:
0.18
TRAIX:
-0.10
FPKFX:
0.74
TRAIX:
-0.28
FPKFX:
3.71%
TRAIX:
5.37%
FPKFX:
14.33%
TRAIX:
14.04%
FPKFX:
-24.46%
TRAIX:
-26.84%
FPKFX:
-12.01%
TRAIX:
-12.85%
Returns By Period
In the year-to-date period, FPKFX achieves a -8.47% return, which is significantly lower than TRAIX's -3.24% return.
FPKFX
-8.47%
-5.55%
-8.39%
4.43%
10.85%
N/A
TRAIX
-3.24%
-4.10%
-11.15%
-1.07%
4.93%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FPKFX vs. TRAIX - Expense Ratio Comparison
FPKFX has a 0.32% expense ratio, which is lower than TRAIX's 0.59% expense ratio.
Risk-Adjusted Performance
FPKFX vs. TRAIX — Risk-Adjusted Performance Rank
FPKFX
TRAIX
FPKFX vs. TRAIX - 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 - 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.
Dividends
FPKFX vs. TRAIX - Dividend Comparison
FPKFX's dividend yield for the trailing twelve months is around 1.49%, less than TRAIX's 2.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
FPKFX Fidelity Puritan K6 Fund | 1.49% | 1.94% | 1.67% | 1.62% | 1.11% | 1.04% | 0.63% | 0.00% | 0.00% | 0.00% |
TRAIX T. Rowe Price Capital Appreciation Fund - I Class | 2.55% | 2.46% | 2.24% | 1.82% | 1.08% | 1.29% | 1.63% | 2.64% | 1.45% | 1.64% |
Drawdowns
FPKFX vs. TRAIX - Drawdown Comparison
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.
Volatility
FPKFX vs. TRAIX - Volatility Comparison
Fidelity Puritan K6 Fund (FPKFX) has a higher volatility of 9.06% compared to T. Rowe Price Capital Appreciation Fund - I Class (TRAIX) at 7.60%. This indicates that FPKFX's price experiences larger fluctuations and is considered to be riskier than TRAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.