FPUKX vs. FSPSX
Compare and contrast key facts about Fidelity Puritan Fund Class K (FPUKX) and Fidelity International Index Fund (FSPSX).
FPUKX is managed by Fidelity. It was launched on May 9, 2008. FSPSX is a passively managed fund by Fidelity that tracks the performance of the MSCI ACWI ex USA IMI Index. It was launched on Nov 5, 1997.
Performance
FPUKX vs. FSPSX - Performance Comparison
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FPUKX vs. FSPSX - 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% |
FSPSX Fidelity International Index Fund | 0.95% | 31.98% | 3.70% | 18.31% | -14.23% | 11.45% | 8.16% | 22.03% | -13.55% | 25.37% |
Returns By Period
In the year-to-date period, FPUKX achieves a -1.23% return, which is significantly lower than FSPSX's 0.95% return. Over the past 10 years, FPUKX has outperformed FSPSX with an annualized return of 10.61%, while FSPSX has yielded a comparatively lower 8.97% 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%
FSPSX
- 1D
- 2.95%
- 1M
- -6.35%
- YTD
- 0.95%
- 6M
- 5.01%
- 1Y
- 22.97%
- 3Y*
- 14.61%
- 5Y*
- 8.36%
- 10Y*
- 8.97%
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FPUKX vs. FSPSX - Expense Ratio Comparison
FPUKX has a 0.43% expense ratio, which is higher than FSPSX's 0.04% expense ratio.
Return for Risk
FPUKX vs. FSPSX — Risk / Return Rank
FPUKX
FSPSX
FPUKX vs. FSPSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Puritan Fund Class K (FPUKX) and Fidelity International Index Fund (FSPSX). 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 | FSPSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 1.39 | -0.17 |
Sortino ratioReturn per unit of downside risk | 1.76 | 1.90 | -0.15 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.28 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.69 | 1.94 | -0.25 |
Martin ratioReturn relative to average drawdown | 7.16 | 7.43 | -0.27 |
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 | FSPSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 1.39 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.53 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.55 | +0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.47 | +0.19 |
Correlation
The correlation between FPUKX and FSPSX is 0.76, 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. FSPSX - Dividend Comparison
FPUKX's dividend yield for the trailing twelve months is around 6.99%, more than FSPSX's 3.12% 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% |
FSPSX Fidelity International Index Fund | 3.12% | 3.15% | 3.27% | 2.79% | 2.66% | 3.07% | 1.84% | 3.18% | 2.79% | 2.50% | 3.08% | 2.79% |
Drawdowns
FPUKX vs. FSPSX - Drawdown Comparison
The maximum FPUKX drawdown since its inception was -37.81%, which is greater than FSPSX's maximum drawdown of -33.69%. Use the drawdown chart below to compare losses from any high point for FPUKX and FSPSX.
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Drawdown Indicators
| FPUKX | FSPSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.81% | -33.69% | -4.12% |
Max Drawdown (1Y)Largest decline over 1 year | -8.47% | -11.39% | +2.92% |
Max Drawdown (5Y)Largest decline over 5 years | -22.52% | -29.41% | +6.89% |
Max Drawdown (10Y)Largest decline over 10 years | -23.91% | -33.69% | +9.78% |
Current DrawdownCurrent decline from peak | -5.03% | -8.22% | +3.19% |
Average DrawdownAverage peak-to-trough decline | -4.98% | -6.60% | +1.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.99% | 2.97% | -0.98% |
Volatility
FPUKX vs. FSPSX - Volatility Comparison
The current volatility for Fidelity Puritan Fund Class K (FPUKX) is 4.72%, while Fidelity International Index Fund (FSPSX) has a volatility of 7.65%. This indicates that FPUKX experiences smaller price fluctuations and is considered to be less risky than FSPSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FPUKX | FSPSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.72% | 7.65% | -2.93% |
Volatility (6M)Calculated over the trailing 6-month period | 7.90% | 11.01% | -3.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.67% | 17.00% | -4.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.30% | 15.82% | -2.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.05% | 16.49% | -3.44% |