Correlation
The correlation between FPUKX and FIHFX 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.
FPUKX vs. FIHFX
Compare and contrast key facts about Fidelity Puritan Fund Class K (FPUKX) and Fidelity Freedom Index 2035 Fund Investor Class (FIHFX).
FPUKX is managed by Fidelity. It was launched on May 9, 2008. FIHFX is managed by Fidelity. It was launched on Oct 2, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FPUKX or FIHFX.
Performance
FPUKX vs. FIHFX - Performance Comparison
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Key characteristics
FPUKX:
0.58
FIHFX:
0.93
FPUKX:
0.77
FIHFX:
1.25
FPUKX:
1.10
FIHFX:
1.17
FPUKX:
0.47
FIHFX:
0.92
FPUKX:
1.59
FIHFX:
4.06
FPUKX:
4.33%
FIHFX:
2.49%
FPUKX:
14.06%
FIHFX:
12.04%
FPUKX:
-37.79%
FIHFX:
-28.42%
FPUKX:
-4.37%
FIHFX:
-0.16%
Returns By Period
In the year-to-date period, FPUKX achieves a -0.51% return, which is significantly lower than FIHFX's 4.64% return. Over the past 10 years, FPUKX has outperformed FIHFX with an annualized return of 9.28%, while FIHFX has yielded a comparatively lower 7.88% annualized return.
FPUKX
-0.51%
4.02%
-2.39%
8.11%
10.04%
10.85%
9.28%
FIHFX
4.64%
3.48%
1.88%
11.13%
8.67%
9.49%
7.88%
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FPUKX vs. FIHFX - Expense Ratio Comparison
FPUKX has a 0.43% expense ratio, which is higher than FIHFX's 0.12% expense ratio.
Risk-Adjusted Performance
FPUKX vs. FIHFX — Risk-Adjusted Performance Rank
FPUKX
FIHFX
FPUKX vs. FIHFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Puritan Fund Class K (FPUKX) and Fidelity Freedom Index 2035 Fund Investor Class (FIHFX). 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.
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Dividends
FPUKX vs. FIHFX - Dividend Comparison
FPUKX's dividend yield for the trailing twelve months is around 11.51%, more than FIHFX's 2.62% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPUKX Fidelity Puritan Fund Class K | 11.51% | 11.37% | 5.42% | 9.47% | 13.20% | 5.17% | 4.38% | 15.38% | 4.26% | 3.82% | 7.60% | 9.04% |
FIHFX Fidelity Freedom Index 2035 Fund Investor Class | 2.62% | 2.50% | 2.10% | 2.03% | 1.91% | 2.15% | 16.14% | 2.21% | 1.81% | 1.95% | 2.05% | 3.37% |
Drawdowns
FPUKX vs. FIHFX - Drawdown Comparison
The maximum FPUKX drawdown since its inception was -37.79%, which is greater than FIHFX's maximum drawdown of -28.42%. Use the drawdown chart below to compare losses from any high point for FPUKX and FIHFX.
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Volatility
FPUKX vs. FIHFX - Volatility Comparison
Fidelity Puritan Fund Class K (FPUKX) has a higher volatility of 2.82% compared to Fidelity Freedom Index 2035 Fund Investor Class (FIHFX) at 2.58%. This indicates that FPUKX's price experiences larger fluctuations and is considered to be riskier than FIHFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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