FPUKX vs. FSKAX
Compare and contrast key facts about Fidelity Puritan Fund Class K (FPUKX) and Fidelity Total Market Index Fund (FSKAX).
FPUKX is managed by Fidelity. It was launched on May 9, 2008. FSKAX is managed by Fidelity.
Performance
FPUKX vs. FSKAX - Performance Comparison
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FPUKX vs. FSKAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FPUKX Fidelity Puritan Fund Class K | -1.23% | 12.31% | 19.03% | 20.26% | -17.26% | 18.99% | 20.70% | 21.40% | -4.15% | 18.37% |
FSKAX Fidelity Total Market Index Fund | -3.98% | 17.06% | 23.89% | 26.12% | -19.53% | 25.66% | 20.79% | 30.92% | -5.32% | 20.85% |
Returns By Period
In the year-to-date period, FPUKX achieves a -1.23% return, which is significantly higher than FSKAX's -3.98% return. Over the past 10 years, FPUKX has underperformed FSKAX with an annualized return of 10.61%, while FSKAX has yielded a comparatively higher 13.56% annualized return.
FPUKX
- 1D
- 2.39%
- 1M
- -4.03%
- YTD
- -1.23%
- 6M
- 1.27%
- 1Y
- 14.86%
- 3Y*
- 14.58%
- 5Y*
- 8.13%
- 10Y*
- 10.61%
FSKAX
- 1D
- 2.99%
- 1M
- -5.06%
- YTD
- -3.98%
- 6M
- -2.04%
- 1Y
- 17.68%
- 3Y*
- 17.87%
- 5Y*
- 10.50%
- 10Y*
- 13.56%
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FPUKX vs. FSKAX - Expense Ratio Comparison
FPUKX has a 0.43% expense ratio, which is higher than FSKAX's 0.02% expense ratio.
Return for Risk
FPUKX vs. FSKAX — Risk / Return Rank
FPUKX
FSKAX
FPUKX vs. FSKAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Puritan Fund Class K (FPUKX) and Fidelity Total Market Index Fund (FSKAX). 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 | FSKAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 0.98 | +0.25 |
Sortino ratioReturn per unit of downside risk | 1.76 | 1.49 | +0.27 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.23 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.69 | 1.50 | +0.18 |
Martin ratioReturn relative to average drawdown | 7.16 | 7.20 | -0.04 |
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 | FSKAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 0.98 | +0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.61 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.74 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.79 | -0.13 |
Correlation
The correlation between FPUKX and FSKAX is 0.96, 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. FSKAX - Dividend Comparison
FPUKX's dividend yield for the trailing twelve months is around 6.99%, more than FSKAX's 1.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPUKX Fidelity Puritan Fund Class K | 6.99% | 6.91% | 11.37% | 5.42% | 9.47% | 13.20% | 5.17% | 4.38% | 15.38% | 3.84% | 3.82% | 7.60% |
FSKAX Fidelity Total Market Index Fund | 1.06% | 1.01% | 1.19% | 1.41% | 1.62% | 1.15% | 1.45% | 1.94% | 2.54% | 2.07% | 2.43% | 0.82% |
Drawdowns
FPUKX vs. FSKAX - Drawdown Comparison
The maximum FPUKX drawdown since its inception was -37.81%, which is greater than FSKAX's maximum drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for FPUKX and FSKAX.
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Drawdown Indicators
| FPUKX | FSKAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.81% | -35.01% | -2.80% |
Max Drawdown (1Y)Largest decline over 1 year | -8.47% | -12.42% | +3.95% |
Max Drawdown (5Y)Largest decline over 5 years | -22.52% | -25.39% | +2.87% |
Max Drawdown (10Y)Largest decline over 10 years | -23.91% | -35.01% | +11.10% |
Current DrawdownCurrent decline from peak | -5.03% | -6.20% | +1.17% |
Average DrawdownAverage peak-to-trough decline | -4.98% | -4.05% | -0.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.99% | 2.60% | -0.61% |
Volatility
FPUKX vs. FSKAX - Volatility Comparison
The current volatility for Fidelity Puritan Fund Class K (FPUKX) is 4.72%, while Fidelity Total Market Index Fund (FSKAX) has a volatility of 5.52%. This indicates that FPUKX experiences smaller price fluctuations and is considered to be less risky than FSKAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FPUKX | FSKAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.72% | 5.52% | -0.80% |
Volatility (6M)Calculated over the trailing 6-month period | 7.90% | 9.85% | -1.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.67% | 18.69% | -6.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.30% | 17.42% | -4.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.05% | 18.44% | -5.39% |