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

Correlation

The correlation between FPUKX and FCNKX is 0.93, 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

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.

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Key characteristics

Sharpe Ratio

FPUKX:

0.54

FCNKX:

0.81

Sortino Ratio

FPUKX:

0.76

FCNKX:

1.23

Omega Ratio

FPUKX:

1.10

FCNKX:

1.17

Calmar Ratio

FPUKX:

0.47

FCNKX:

0.89

Martin Ratio

FPUKX:

1.58

FCNKX:

3.02

Ulcer Index

FPUKX:

4.32%

FCNKX:

5.84%

Daily Std Dev

FPUKX:

14.08%

FCNKX:

22.17%

Max Drawdown

FPUKX:

-37.79%

FCNKX:

-46.44%

Current Drawdown

FPUKX:

-4.48%

FCNKX:

-3.18%

Returns By Period

In the year-to-date period, FPUKX achieves a -0.64% return, which is significantly lower than FCNKX's 4.79% return. Over the past 10 years, FPUKX has underperformed FCNKX with an annualized return of 9.25%, while FCNKX has yielded a comparatively higher 15.39% annualized return.


FPUKX

YTD

-0.64%

1M

4.07%

6M

-2.02%

1Y

7.55%

3Y*

9.70%

5Y*

10.82%

10Y*

9.25%

FCNKX

YTD

4.79%

1M

8.24%

6M

4.45%

1Y

17.83%

3Y*

21.72%

5Y*

17.75%

10Y*

15.39%

*Annualized

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Fidelity Puritan Fund Class K

Fidelity Contrafund Fund

FPUKX vs. FCNKX - Expense Ratio Comparison

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


Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

FPUKX vs. FCNKX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FPUKX
The Risk-Adjusted Performance Rank of FPUKX is 3838
Overall Rank
The Sharpe Ratio Rank of FPUKX is 4242
Sharpe Ratio Rank
The Sortino Ratio Rank of FPUKX is 3636
Sortino Ratio Rank
The Omega Ratio Rank of FPUKX is 3434
Omega Ratio Rank
The Calmar Ratio Rank of FPUKX is 4444
Calmar Ratio Rank
The Martin Ratio Rank of FPUKX is 3636
Martin Ratio Rank

FCNKX
The Risk-Adjusted Performance Rank of FCNKX is 6868
Overall Rank
The Sharpe Ratio Rank of FCNKX is 6666
Sharpe Ratio Rank
The Sortino Ratio Rank of FCNKX is 6767
Sortino Ratio Rank
The Omega Ratio Rank of FCNKX is 7070
Omega Ratio Rank
The Calmar Ratio Rank of FCNKX is 7474
Calmar Ratio Rank
The Martin Ratio Rank of FCNKX is 6565
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The current FPUKX Sharpe Ratio is 0.54, which is lower than the FCNKX Sharpe Ratio of 0.81. 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.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

FPUKX vs. FCNKX - Dividend Comparison

FPUKX's dividend yield for the trailing twelve months is around 11.53%, more than FCNKX's 4.81% yield.


TTM20242023202220212020201920182017201620152014
FPUKX
Fidelity Puritan Fund Class K
11.53%11.37%5.42%9.47%13.20%5.17%4.38%15.38%4.26%3.82%7.60%9.04%
FCNKX
Fidelity Contrafund Fund
4.81%4.28%4.31%13.69%10.77%8.00%4.15%9.14%6.26%3.92%5.43%7.40%

Drawdowns

FPUKX vs. FCNKX - Drawdown Comparison

The maximum FPUKX drawdown since its inception was -37.79%, 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.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

FPUKX vs. FCNKX - Volatility Comparison

The current volatility for Fidelity Puritan Fund Class K (FPUKX) is 2.82%, while Fidelity Contrafund Fund (FCNKX) has a volatility of 5.11%. 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.


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