Correlation
The correlation between FPUKX and FSMDX is 0.92, 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. FSMDX
Compare and contrast key facts about Fidelity Puritan Fund Class K (FPUKX) and Fidelity Mid Cap Index Fund (FSMDX).
FPUKX is managed by Fidelity. It was launched on May 9, 2008. FSMDX is managed by Fidelity. It was launched on Sep 8, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FPUKX or FSMDX.
Performance
FPUKX vs. FSMDX - Performance Comparison
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Key characteristics
FPUKX:
0.58
FSMDX:
0.57
FPUKX:
0.77
FSMDX:
0.88
FPUKX:
1.10
FSMDX:
1.12
FPUKX:
0.47
FSMDX:
0.50
FPUKX:
1.59
FSMDX:
1.72
FPUKX:
4.33%
FSMDX:
6.09%
FPUKX:
14.06%
FSMDX:
19.81%
FPUKX:
-37.79%
FSMDX:
-40.35%
FPUKX:
-4.37%
FSMDX:
-6.12%
Returns By Period
In the year-to-date period, FPUKX achieves a -0.51% return, which is significantly lower than FSMDX's 1.04% return. Both investments have delivered pretty close results over the past 10 years, with FPUKX having a 9.28% annualized return and FSMDX not far behind at 9.24%.
FPUKX
-0.51%
4.02%
-2.39%
8.11%
10.04%
10.85%
9.28%
FSMDX
1.04%
5.70%
-6.05%
11.27%
9.07%
12.69%
9.24%
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FPUKX vs. FSMDX - Expense Ratio Comparison
FPUKX has a 0.43% expense ratio, which is higher than FSMDX's 0.03% expense ratio.
Risk-Adjusted Performance
FPUKX vs. FSMDX — Risk-Adjusted Performance Rank
FPUKX
FSMDX
FPUKX vs. FSMDX - Risk-Adjusted Performance Comparison
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.
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Dividends
FPUKX vs. FSMDX - Dividend Comparison
FPUKX's dividend yield for the trailing twelve months is around 11.51%, more than FSMDX's 2.29% 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% |
FSMDX Fidelity Mid Cap Index Fund | 2.29% | 2.32% | 1.39% | 2.07% | 3.35% | 2.34% | 2.86% | 2.60% | 2.53% | 2.23% | 4.29% | 2.59% |
Drawdowns
FPUKX vs. FSMDX - Drawdown Comparison
The maximum FPUKX drawdown since its inception was -37.79%, 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.
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Volatility
FPUKX vs. FSMDX - Volatility Comparison
The current volatility for Fidelity Puritan Fund Class K (FPUKX) is 2.82%, while Fidelity Mid Cap Index Fund (FSMDX) has a volatility of 5.21%. This indicates that FPUKX experiences smaller price fluctuations and is considered to be less risky than FSMDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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