FPUKX vs. FSMDX

In the year-to-date period, FPUKX achieves a -3.47% return, which is significantly lower than FSMDX's -1.57% return. Over the past 10 years, FPUKX has underperformed FSMDX with an annualized return of 3.09%, while FSMDX has yielded a comparatively higher 7.85% annualized return.

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FPUKX has a 0.43% expense ratio, which is higher than FSMDX's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Puritan Fund Class K (FPUKX) and Fidelity Mid Cap Index Fund (FSMDX). 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.

The current FPUKX Sharpe Ratio is -0.24, which is lower than the FSMDX Sharpe Ratio of 0.29. The chart below compares the historical Sharpe Ratios of FPUKX and FSMDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FPUKX's dividend yield for the trailing twelve months is around 1.92%, more than FSMDX's 1.19% yield.

The maximum FPUKX drawdown since its inception was -37.26%, smaller than the maximum FSMDX drawdown of -40.35%. Use the drawdown chart below to compare losses from any high point for FPUKX and FSMDX. For additional features, visit the drawdowns tool.