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FPUKX vs. FCNKX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FPUKX and FCNKX is 0.94, 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.


-0.50.00.51.00.9

Performance

FPUKX vs. FCNKX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Puritan Fund Class K (FPUKX) and Fidelity Contrafund Fund (FCNKX). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
4.93%
6.96%
FPUKX
FCNKX

Key characteristics

Sharpe Ratio

FPUKX:

1.78

FCNKX:

2.09

Sortino Ratio

FPUKX:

2.47

FCNKX:

2.78

Omega Ratio

FPUKX:

1.33

FCNKX:

1.39

Calmar Ratio

FPUKX:

0.92

FCNKX:

1.52

Martin Ratio

FPUKX:

10.53

FCNKX:

12.33

Ulcer Index

FPUKX:

1.75%

FCNKX:

2.74%

Daily Std Dev

FPUKX:

10.39%

FCNKX:

16.18%

Max Drawdown

FPUKX:

-37.26%

FCNKX:

-46.44%

Current Drawdown

FPUKX:

-4.05%

FCNKX:

-5.49%

Returns By Period

In the year-to-date period, FPUKX achieves a 17.94% return, which is significantly lower than FCNKX's 33.30% return. Over the past 10 years, FPUKX has underperformed FCNKX with an annualized return of 4.55%, while FCNKX has yielded a comparatively higher 8.44% annualized return.


FPUKX

YTD

17.94%

1M

-1.61%

6M

4.94%

1Y

18.39%

5Y*

5.08%

10Y*

4.55%

FCNKX

YTD

33.30%

1M

-1.74%

6M

6.96%

1Y

33.71%

5Y*

10.01%

10Y*

8.44%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FPUKX vs. FCNKX - Expense Ratio Comparison

FPUKX has a 0.43% expense ratio, which is lower than FCNKX's 0.74% expense ratio.


FCNKX
Fidelity Contrafund Fund
Expense ratio chart for FCNKX: current value at 0.74% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.74%
Expense ratio chart for FPUKX: current value at 0.43% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.43%

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.


Sharpe ratio
The chart of Sharpe ratio for FPUKX, currently valued at 1.78, compared to the broader market-1.000.001.002.003.004.001.782.09
The chart of Sortino ratio for FPUKX, currently valued at 2.47, compared to the broader market-2.000.002.004.006.008.0010.002.472.78
The chart of Omega ratio for FPUKX, currently valued at 1.33, compared to the broader market0.501.001.502.002.503.003.501.331.39
The chart of Calmar ratio for FPUKX, currently valued at 0.92, compared to the broader market0.002.004.006.008.0010.0012.0014.000.921.52
The chart of Martin ratio for FPUKX, currently valued at 10.53, compared to the broader market0.0020.0040.0060.0010.5312.33
FPUKX
FCNKX

The current FPUKX Sharpe Ratio is 1.78, which is comparable to the FCNKX Sharpe Ratio of 2.09. The chart below compares the historical Sharpe Ratios of FPUKX and FCNKX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.503.00JulyAugustSeptemberOctoberNovemberDecember
1.78
2.09
FPUKX
FCNKX

Dividends

FPUKX vs. FCNKX - Dividend Comparison

FPUKX's dividend yield for the trailing twelve months is around 1.33%, more than FCNKX's 0.07% yield.


TTM20232022202120202019201820172016201520142013
FPUKX
Fidelity Puritan Fund Class K
1.33%1.78%1.70%1.09%1.17%1.61%1.93%1.42%1.86%8.08%9.90%10.42%
FCNKX
Fidelity Contrafund Fund
0.07%0.54%2.50%0.00%0.00%0.00%0.00%0.18%0.40%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.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-4.05%
-5.49%
FPUKX
FCNKX

Volatility

FPUKX vs. FCNKX - Volatility Comparison

The current volatility for Fidelity Puritan Fund Class K (FPUKX) is 3.29%, while Fidelity Contrafund Fund (FCNKX) has a volatility of 5.56%. 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.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
3.29%
5.56%
FPUKX
FCNKX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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