FPKFX vs. TRMCX
Compare and contrast key facts about Fidelity Puritan K6 Fund (FPKFX) and T. Rowe Price Mid-Cap Value Fund (TRMCX).
FPKFX is managed by Fidelity. It was launched on Jun 14, 2019. TRMCX is managed by T. Rowe Price. It was launched on Jun 28, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FPKFX or TRMCX.
Key characteristics
| FPKFX | TRMCX | |
|---|---|---|
| YTD Return | 20.74% | 21.96% |
| 1Y Return | 29.18% | 41.52% |
| 3Y Return (Ann) | 6.27% | 11.34% |
| 5Y Return (Ann) | 12.40% | 15.04% |
| Sharpe Ratio | 3.01 | 2.41 |
| Sortino Ratio | 4.21 | 3.38 |
| Omega Ratio | 1.56 | 1.50 |
| Calmar Ratio | 4.05 | 4.12 |
| Martin Ratio | 18.47 | 18.11 |
| Ulcer Index | 1.66% | 2.36% |
| Daily Std Dev | 10.14% | 17.76% |
| Max Drawdown | -24.46% | -55.28% |
| Current Drawdown | -0.06% | 0.00% |
Correlation
The correlation between FPKFX and TRMCX is 0.75, 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. TRMCX - Performance Comparison
In the year-to-date period, FPKFX achieves a 20.74% return, which is significantly lower than TRMCX's 21.96% 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. TRMCX - Expense Ratio Comparison
FPKFX has a 0.32% expense ratio, which is lower than TRMCX's 0.77% expense ratio.
Risk-Adjusted Performance
FPKFX vs. TRMCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Puritan K6 Fund (FPKFX) and T. Rowe Price Mid-Cap Value Fund (TRMCX). 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. TRMCX - Dividend Comparison
FPKFX's dividend yield for the trailing twelve months is around 3.20%, more than TRMCX's 0.94% 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% |
TRMCX T. Rowe Price Mid-Cap Value Fund | 0.94% | 1.14% | 0.89% | 1.01% | 1.01% | 1.47% | 1.23% | 1.09% | 0.93% | 1.36% | 1.08% | 0.73% |
Drawdowns
FPKFX vs. TRMCX - Drawdown Comparison
The maximum FPKFX drawdown since its inception was -24.46%, smaller than the maximum TRMCX drawdown of -55.28%. Use the drawdown chart below to compare losses from any high point for FPKFX and TRMCX. For additional features, visit the drawdowns tool.
Volatility
FPKFX vs. TRMCX - Volatility Comparison
The current volatility for Fidelity Puritan K6 Fund (FPKFX) is 2.80%, while T. Rowe Price Mid-Cap Value Fund (TRMCX) has a volatility of 3.74%. This indicates that FPKFX experiences smaller price fluctuations and is considered to be less risky than TRMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.