FPUKX vs. JLGMX
Compare and contrast key facts about Fidelity Puritan Fund Class K (FPUKX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX).
FPUKX is managed by Fidelity. It was launched on May 9, 2008. JLGMX is a passively managed fund by JPMorgan that tracks the performance of the Russell 1000 Growth Index. It was launched on Nov 30, 2010.
Performance
FPUKX vs. JLGMX - Performance Comparison
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FPUKX vs. JLGMX - 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% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | -8.48% | 14.38% | 35.40% | 34.95% | -25.20% | 18.48% | 56.39% | 39.47% | 0.74% | 38.41% |
Returns By Period
In the year-to-date period, FPUKX achieves a -1.23% return, which is significantly higher than JLGMX's -8.48% return. Over the past 10 years, FPUKX has underperformed JLGMX with an annualized return of 10.61%, while JLGMX has yielded a comparatively higher 18.24% 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%
JLGMX
- 1D
- 3.48%
- 1M
- -4.87%
- YTD
- -8.48%
- 6M
- -10.35%
- 1Y
- 12.67%
- 3Y*
- 20.55%
- 5Y*
- 10.71%
- 10Y*
- 18.24%
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FPUKX vs. JLGMX - Expense Ratio Comparison
FPUKX has a 0.43% expense ratio, which is lower than JLGMX's 0.44% expense ratio.
Return for Risk
FPUKX vs. JLGMX — Risk / Return Rank
FPUKX
JLGMX
FPUKX vs. JLGMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Puritan Fund Class K (FPUKX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX). 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 | JLGMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 0.64 | +0.58 |
Sortino ratioReturn per unit of downside risk | 1.76 | 1.05 | +0.71 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.15 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.69 | 0.81 | +0.87 |
Martin ratioReturn relative to average drawdown | 7.16 | 2.47 | +4.69 |
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 | JLGMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 0.64 | +0.58 |
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 | 0.85 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.80 | -0.13 |
Correlation
The correlation between FPUKX and JLGMX is 0.93, 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. JLGMX - Dividend Comparison
FPUKX's dividend yield for the trailing twelve months is around 6.99%, less than JLGMX's 12.06% 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% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | 12.06% | 11.04% | 2.12% | 0.31% | 3.49% | 14.25% | 5.14% | 12.65% | 15.59% | 14.44% | 9.71% | 4.43% |
Drawdowns
FPUKX vs. JLGMX - Drawdown Comparison
The maximum FPUKX drawdown since its inception was -37.81%, which is greater than JLGMX's maximum drawdown of -31.82%. Use the drawdown chart below to compare losses from any high point for FPUKX and JLGMX.
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Drawdown Indicators
| FPUKX | JLGMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.81% | -31.82% | -5.99% |
Max Drawdown (1Y)Largest decline over 1 year | -8.47% | -16.73% | +8.26% |
Max Drawdown (5Y)Largest decline over 5 years | -22.52% | -31.13% | +8.61% |
Max Drawdown (10Y)Largest decline over 10 years | -23.91% | -31.82% | +7.91% |
Current DrawdownCurrent decline from peak | -5.03% | -13.83% | +8.80% |
Average DrawdownAverage peak-to-trough decline | -4.98% | -5.82% | +0.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.99% | 5.51% | -3.52% |
Volatility
FPUKX vs. JLGMX - Volatility Comparison
The current volatility for Fidelity Puritan Fund Class K (FPUKX) is 4.72%, while JPMorgan Large Cap Growth Fund Class R6 (JLGMX) has a volatility of 6.48%. This indicates that FPUKX experiences smaller price fluctuations and is considered to be less risky than JLGMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FPUKX | JLGMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.72% | 6.48% | -1.76% |
Volatility (6M)Calculated over the trailing 6-month period | 7.90% | 12.54% | -4.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.67% | 21.14% | -8.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.30% | 20.25% | -6.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.05% | 21.54% | -8.49% |