FPUKX vs. FCNKX
Compare and contrast key facts about Fidelity Puritan Fund Class K (FPUKX) and Fidelity Contrafund Fund (FCNKX).
FPUKX is managed by Fidelity. It was launched on May 9, 2008. FCNKX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FPUKX or FCNKX.
Key characteristics
| FPUKX | FCNKX | |
|---|---|---|
| YTD Return | 15.23% | 27.97% |
| 1Y Return | 23.53% | 38.52% |
| 3Y Return (Ann) | 6.39% | 10.36% |
| 5Y Return (Ann) | 11.80% | 18.41% |
| 10Y Return (Ann) | 9.75% | 14.49% |
| Sharpe Ratio | 2.19 | 2.45 |
| Daily Std Dev | 10.57% | 15.59% |
| Max Drawdown | -37.26% | -46.44% |
| Current Drawdown | -0.45% | -1.90% |
Correlation
The correlation between FPUKX and FCNKX is 0.95, 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
FPUKX vs. FCNKX - Performance Comparison
In the year-to-date period, FPUKX achieves a 15.23% return, which is significantly lower than FCNKX's 27.97% return. Over the past 10 years, FPUKX has underperformed FCNKX with an annualized return of 9.75%, while FCNKX has yielded a comparatively higher 14.49% annualized 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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FPUKX vs. FCNKX - Expense Ratio Comparison
FPUKX has a 0.43% expense ratio, which is lower than FCNKX's 0.74% expense ratio.
Risk-Adjusted Performance
FPUKX vs. FCNKX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Puritan Fund Class K (FPUKX) and Fidelity Contrafund Fund (FCNKX). 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
FPUKX vs. FCNKX - Dividend Comparison
FPUKX's dividend yield for the trailing twelve months is around 4.82%, more than FCNKX's 2.59% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPUKX Fidelity Puritan Fund Class K | 4.82% | 5.42% | 9.47% | 13.20% | 5.17% | 4.38% | 15.38% | 4.26% | 3.82% | 8.08% | 9.90% | 10.42% |
FCNKX Fidelity Contrafund Fund | 2.59% | 4.31% | 13.69% | 10.77% | 8.00% | 4.15% | 9.14% | 6.26% | 3.92% | 0.41% | 7.77% | 8.11% |
Drawdowns
FPUKX vs. FCNKX - Drawdown Comparison
The maximum FPUKX drawdown since its inception was -37.26%, smaller than the maximum FCNKX drawdown of -46.44%. Use the drawdown chart below to compare losses from any high point for FPUKX and FCNKX. For additional features, visit the drawdowns tool.
Volatility
FPUKX vs. FCNKX - Volatility Comparison
The current volatility for Fidelity Puritan Fund Class K (FPUKX) is 3.00%, while Fidelity Contrafund Fund (FCNKX) has a volatility of 4.74%. This indicates that FPUKX experiences smaller price fluctuations and is considered to be less risky than FCNKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.