FPUKX vs. FPURX
Compare and contrast key facts about Fidelity Puritan Fund Class K (FPUKX) and Fidelity Puritan Fund (FPURX).
FPUKX is managed by Fidelity. It was launched on May 9, 2008. FPURX is managed by Fidelity. It was launched on Apr 16, 1947.
Performance
FPUKX vs. FPURX - Performance Comparison
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FPUKX vs. FPURX - 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% |
FPURX Fidelity Puritan Fund | -3.53% | 12.22% | 18.94% | 20.20% | -17.35% | 18.92% | 20.58% | 21.27% | -4.18% | 18.28% |
Returns By Period
The year-to-date returns for both investments are quite close, with FPUKX having a -3.54% return and FPURX slightly higher at -3.53%. Both investments have delivered pretty close results over the past 10 years, with FPUKX having a 10.35% annualized return and FPURX not far behind at 10.27%.
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%
FPURX
- 1D
- -0.28%
- 1M
- -6.44%
- YTD
- -3.53%
- 6M
- -0.94%
- 1Y
- 12.60%
- 3Y*
- 13.60%
- 5Y*
- 7.81%
- 10Y*
- 10.27%
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FPUKX vs. FPURX - Expense Ratio Comparison
FPUKX has a 0.43% expense ratio, which is lower than FPURX's 0.50% expense ratio.
Return for Risk
FPUKX vs. FPURX — Risk / Return Rank
FPUKX
FPURX
FPUKX vs. FPURX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Puritan Fund Class K (FPUKX) and Fidelity Puritan Fund (FPURX). 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 | FPURX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 1.04 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.50 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.22 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | 1.37 | -0.04 |
Martin ratioReturn relative to average drawdown | 5.71 | 5.87 | -0.17 |
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 | FPURX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 1.04 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.59 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.79 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.71 | -0.06 |
Correlation
The correlation between FPUKX and FPURX is 1.00, 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. FPURX - Dividend Comparison
FPUKX's dividend yield for the trailing twelve months is around 7.16%, more than FPURX's 7.08% 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% |
FPURX Fidelity Puritan Fund | 7.08% | 6.83% | 11.30% | 5.34% | 9.38% | 13.10% | 5.10% | 4.29% | 15.26% | 3.78% | 3.71% | 7.49% |
Drawdowns
FPUKX vs. FPURX - Drawdown Comparison
The maximum FPUKX drawdown since its inception was -37.81%, which is greater than FPURX's maximum drawdown of -31.76%. Use the drawdown chart below to compare losses from any high point for FPUKX and FPURX.
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Drawdown Indicators
| FPUKX | FPURX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.81% | -31.76% | -6.05% |
Max Drawdown (1Y)Largest decline over 1 year | -8.47% | -8.48% | +0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -22.52% | -22.53% | +0.01% |
Max Drawdown (10Y)Largest decline over 10 years | -23.91% | -23.93% | +0.02% |
Current DrawdownCurrent decline from peak | -7.24% | -7.24% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -4.98% | -4.66% | -0.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.97% | 1.97% | 0.00% |
Volatility
FPUKX vs. FPURX - Volatility Comparison
Fidelity Puritan Fund Class K (FPUKX) and Fidelity Puritan Fund (FPURX) have volatilities of 3.89% and 3.89%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FPUKX | FPURX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.89% | 3.89% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 7.54% | 7.54% | 0.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.47% | 12.46% | +0.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.26% | 13.24% | +0.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.03% | 13.03% | 0.00% |