FPUKX vs. FPURX
FPUKX (Fidelity Puritan Fund Class K) and FPURX (Fidelity Puritan Fund) are both Diversified Portfolio funds from Fidelity. Over the past 10 years, FPUKX returned 10.98%/yr vs 10.95%/yr for FPURX. Their 1.00 correlation means they have historically moved very closely together. FPUKX charges 0.43%/yr vs 0.50%/yr for FPURX.
Performance
FPUKX vs. FPURX - Performance Comparison
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Returns By Period
In the year-to-date period, FPUKX achieves a 6.78% return, which is significantly lower than FPURX's 7.22% return. Both investments have delivered pretty close results over the past 10 years, with FPUKX having a 10.98% annualized return and FPURX not far behind at 10.95%.
FPUKX
- 1D
- 1.35%
- 1M
- -2.67%
- 6M
- 4.65%
- YTD
- 6.78%
- 1Y
- 14.59%
- 3Y*
- 14.28%
- 5Y*
- 8.49%
- 10Y*
- 10.98%
- ALL TIME*
- 9.10%
FPURX
- 1D
- 1.35%
- 1M
- -2.24%
- 6M
- 5.09%
- YTD
- 7.22%
- 1Y
- 15.02%
- 3Y*
- 14.36%
- 5Y*
- 8.51%
- 10Y*
- 10.95%
- ALL TIME*
- 9.14%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
FPUKX vs. FPURX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FPUKX Fidelity Puritan Fund Class K | 6.78% | 12.31% | 19.03% | 20.26% | -17.26% | 18.99% | 20.70% | 21.40% | -4.15% | 18.37% |
FPURX Fidelity Puritan Fund | 7.22% | 12.22% | 18.94% | 20.20% | -17.35% | 18.92% | 20.58% | 21.27% | -4.18% | 18.28% |
Correlation
The correlation between FPUKX and FPURX is 1.00 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 1.00 |
Correlation (3Y) Balances recent behavior with more history. | 1.00 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 1.00 |
Correlation (10Y) Provides a long-term view across more market conditions. | 1.00 |
Correlation (All Time) Calculated using the full available price history since May 9, 2008 | 1.00 |
The correlation between FPUKX and FPURX has been stable across timeframes, ranging from 1.00 to 1.00 - a consistent structural relationship.
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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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FPUKX | FPURX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.04 | ||
| Sortino ratioReturn per unit of downside risk | -0.05 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.23 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.91 | 1.97 | -0.06 |
| Martin ratioReturn relative to average drawdown | 7.19 | 7.58 | -0.39 |
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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 | -7.24% | -7.24% | 0.00% |
Max Drawdown (3Y)Largest decline over 3 years | -16.46% | -16.51% | +0.05% |
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 | -4.45% | -4.03% | -0.42% |
Average DrawdownAverage peak-to-trough decline | -4.92% | -4.64% | -0.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.92% | 1.88% | +0.04% |
Volatility
FPUKX vs. FPURX - Volatility Comparison
Fidelity Puritan Fund Class K (FPUKX) and Fidelity Puritan Fund (FPURX) have volatilities of 3.43% and 3.41%, 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 | 3.43% | 3.41% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 9.36% | 9.33% | +0.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.29% | 11.24% | +0.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.49% | 13.47% | +0.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.18% | 13.18% | 0.00% |
FPUKX vs. FPURX - Expense Ratio Comparison
FPUKX has a 0.43% expense ratio, which is lower than FPURX's 0.50% expense ratio.
Dividends
FPUKX vs. FPURX - Dividend Comparison
FPUKX's dividend yield for the trailing twelve months is around 6.03%, less than FPURX's 6.43% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPUKX Fidelity Puritan Fund Class K | 6.03% | 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 | 6.43% | 6.83% | 11.30% | 5.34% | 9.38% | 13.10% | 5.10% | 4.29% | 15.26% | 3.78% | 3.71% | 7.49% |
Frequently Asked Questions
With a correlation of 1.00, FPUKX and FPURX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
FPUKX has higher volatility (3.43%) compared to FPURX (3.41%). In terms of maximum drawdown, FPUKX dropped -37.81% vs FPURX's -31.76%.
FPURX currently has the higher Sharpe Ratio (1.27 vs 1.23), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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