FPUKX vs. AAAAX
Compare and contrast key facts about Fidelity Puritan Fund Class K (FPUKX) and DWS RREEF Real Assets Fund - Class A (AAAAX).
FPUKX is managed by Fidelity. It was launched on May 9, 2008. AAAAX is managed by DWS. It was launched on Jul 30, 2007.
Performance
FPUKX vs. AAAAX - Performance Comparison
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FPUKX vs. AAAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FPUKX Fidelity Puritan Fund Class K | -3.54% | 12.31% | 19.03% | 20.26% | -17.26% | 18.99% | 20.70% | 21.40% | -4.15% | 18.37% |
AAAAX DWS RREEF Real Assets Fund - Class A | 8.59% | 12.82% | 5.24% | 2.30% | -9.91% | 23.45% | 3.71% | 21.42% | -5.36% | 14.67% |
Returns By Period
In the year-to-date period, FPUKX achieves a -3.54% return, which is significantly lower than AAAAX's 8.59% return. Over the past 10 years, FPUKX has outperformed AAAAX with an annualized return of 10.35%, while AAAAX has yielded a comparatively lower 7.28% annualized return.
FPUKX
- 1D
- -0.32%
- 1M
- -6.45%
- YTD
- -3.54%
- 6M
- -0.95%
- 1Y
- 12.65%
- 3Y*
- 13.68%
- 5Y*
- 7.88%
- 10Y*
- 10.35%
AAAAX
- 1D
- 0.36%
- 1M
- -4.37%
- YTD
- 8.59%
- 6M
- 10.72%
- 1Y
- 16.80%
- 3Y*
- 9.80%
- 5Y*
- 6.74%
- 10Y*
- 7.28%
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FPUKX vs. AAAAX - Expense Ratio Comparison
FPUKX has a 0.43% expense ratio, which is lower than AAAAX's 1.22% expense ratio.
Return for Risk
FPUKX vs. AAAAX — Risk / Return Rank
FPUKX
AAAAX
FPUKX vs. AAAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Puritan Fund Class K (FPUKX) and DWS RREEF Real Assets Fund - Class A (AAAAX). 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.
| FPUKX | AAAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 1.49 | -0.44 |
Sortino ratioReturn per unit of downside risk | 1.51 | 2.00 | -0.49 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.30 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | 1.80 | -0.47 |
Martin ratioReturn relative to average drawdown | 5.71 | 9.69 | -3.98 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FPUKX | AAAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 1.49 | -0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.56 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.58 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.38 | +0.27 |
Correlation
The correlation between FPUKX and AAAAX is 0.73, 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.
Dividends
FPUKX vs. AAAAX - Dividend Comparison
FPUKX's dividend yield for the trailing twelve months is around 7.16%, more than AAAAX's 3.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPUKX Fidelity Puritan Fund Class K | 7.16% | 6.91% | 11.37% | 5.42% | 9.47% | 13.20% | 5.17% | 4.38% | 15.38% | 3.84% | 3.82% | 7.60% |
AAAAX DWS RREEF Real Assets Fund - Class A | 3.26% | 3.54% | 2.45% | 2.08% | 4.17% | 2.31% | 1.33% | 1.81% | 1.61% | 1.52% | 1.47% | 2.15% |
Drawdowns
FPUKX vs. AAAAX - Drawdown Comparison
The maximum FPUKX drawdown since its inception was -37.81%, smaller than the maximum AAAAX drawdown of -40.47%. Use the drawdown chart below to compare losses from any high point for FPUKX and AAAAX.
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Drawdown Indicators
| FPUKX | AAAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.81% | -40.47% | +2.66% |
Max Drawdown (1Y)Largest decline over 1 year | -8.47% | -9.55% | +1.08% |
Max Drawdown (5Y)Largest decline over 5 years | -22.52% | -22.62% | +0.10% |
Max Drawdown (10Y)Largest decline over 10 years | -23.91% | -29.41% | +5.50% |
Current DrawdownCurrent decline from peak | -7.24% | -4.57% | -2.67% |
Average DrawdownAverage peak-to-trough decline | -4.98% | -6.89% | +1.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.97% | 1.77% | +0.20% |
Volatility
FPUKX vs. AAAAX - Volatility Comparison
Fidelity Puritan Fund Class K (FPUKX) has a higher volatility of 3.89% compared to DWS RREEF Real Assets Fund - Class A (AAAAX) at 3.03%. This indicates that FPUKX's price experiences larger fluctuations and is considered to be riskier than AAAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FPUKX | AAAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.89% | 3.03% | +0.86% |
Volatility (6M)Calculated over the trailing 6-month period | 7.54% | 7.22% | +0.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.47% | 11.60% | +0.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.26% | 12.18% | +1.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.03% | 12.66% | +0.37% |