FPUKX vs. FDGFX
Compare and contrast key facts about Fidelity Puritan Fund Class K (FPUKX) and Fidelity Dividend Growth Fund (FDGFX).
FPUKX is managed by Fidelity. It was launched on May 9, 2008. FDGFX is managed by Fidelity. It was launched on Apr 27, 1993.
Performance
FPUKX vs. FDGFX - Performance Comparison
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FPUKX vs. FDGFX - 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% |
FDGFX Fidelity Dividend Growth Fund | -3.17% | 22.48% | 27.58% | 17.86% | -11.61% | 27.96% | 2.20% | 28.75% | -7.23% | 18.05% |
Returns By Period
In the year-to-date period, FPUKX achieves a -3.54% return, which is significantly lower than FDGFX's -3.17% return. Over the past 10 years, FPUKX has underperformed FDGFX with an annualized return of 10.35%, while FDGFX has yielded a comparatively higher 12.06% 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%
FDGFX
- 1D
- -0.63%
- 1M
- -9.11%
- YTD
- -3.17%
- 6M
- 1.77%
- 1Y
- 25.21%
- 3Y*
- 20.48%
- 5Y*
- 13.17%
- 10Y*
- 12.06%
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FPUKX vs. FDGFX - Expense Ratio Comparison
FPUKX has a 0.43% expense ratio, which is lower than FDGFX's 0.48% expense ratio.
Return for Risk
FPUKX vs. FDGFX — Risk / Return Rank
FPUKX
FDGFX
FPUKX vs. FDGFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Puritan Fund Class K (FPUKX) and Fidelity Dividend Growth Fund (FDGFX). 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 | FDGFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 1.35 | -0.30 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.91 | -0.40 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.30 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | 1.88 | -0.55 |
Martin ratioReturn relative to average drawdown | 5.71 | 8.47 | -2.76 |
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 | FDGFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 1.35 | -0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.80 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.63 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.50 | +0.15 |
Correlation
The correlation between FPUKX and FDGFX is 0.91, 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. FDGFX - Dividend Comparison
FPUKX's dividend yield for the trailing twelve months is around 7.16%, less than FDGFX's 9.66% 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% |
FDGFX Fidelity Dividend Growth Fund | 9.66% | 9.35% | 9.81% | 3.48% | 11.46% | 7.81% | 1.89% | 4.84% | 22.93% | 15.35% | 1.58% | 8.44% |
Drawdowns
FPUKX vs. FDGFX - Drawdown Comparison
The maximum FPUKX drawdown since its inception was -37.81%, smaller than the maximum FDGFX drawdown of -60.77%. Use the drawdown chart below to compare losses from any high point for FPUKX and FDGFX.
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Drawdown Indicators
| FPUKX | FDGFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.81% | -60.77% | +22.96% |
Max Drawdown (1Y)Largest decline over 1 year | -8.47% | -12.19% | +3.72% |
Max Drawdown (5Y)Largest decline over 5 years | -22.52% | -21.37% | -1.15% |
Max Drawdown (10Y)Largest decline over 10 years | -23.91% | -41.29% | +17.38% |
Current DrawdownCurrent decline from peak | -7.24% | -10.16% | +2.92% |
Average DrawdownAverage peak-to-trough decline | -4.98% | -7.56% | +2.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.97% | 2.70% | -0.73% |
Volatility
FPUKX vs. FDGFX - Volatility Comparison
The current volatility for Fidelity Puritan Fund Class K (FPUKX) is 3.89%, while Fidelity Dividend Growth Fund (FDGFX) has a volatility of 5.29%. This indicates that FPUKX experiences smaller price fluctuations and is considered to be less risky than FDGFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FPUKX | FDGFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.89% | 5.29% | -1.40% |
Volatility (6M)Calculated over the trailing 6-month period | 7.54% | 10.50% | -2.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.47% | 18.90% | -6.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.26% | 16.50% | -3.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.03% | 19.14% | -6.11% |