Correlation
The correlation between FPUKX and VFFVX is 0.95, 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. VFFVX
Compare and contrast key facts about Fidelity Puritan Fund Class K (FPUKX) and Vanguard Target Retirement 2055 Fund (VFFVX).
FPUKX is managed by Fidelity. It was launched on May 9, 2008. VFFVX is managed by Vanguard. It was launched on Aug 18, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FPUKX or VFFVX.
Performance
FPUKX vs. VFFVX - Performance Comparison
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Key characteristics
FPUKX:
0.58
VFFVX:
0.85
FPUKX:
0.77
VFFVX:
1.17
FPUKX:
1.10
VFFVX:
1.17
FPUKX:
0.47
VFFVX:
0.81
FPUKX:
1.59
VFFVX:
3.60
FPUKX:
4.33%
VFFVX:
3.29%
FPUKX:
14.06%
VFFVX:
15.38%
FPUKX:
-37.79%
VFFVX:
-31.40%
FPUKX:
-4.37%
VFFVX:
-0.31%
Returns By Period
In the year-to-date period, FPUKX achieves a -0.51% return, which is significantly lower than VFFVX's 5.41% return. Over the past 10 years, FPUKX has outperformed VFFVX with an annualized return of 9.28%, while VFFVX has yielded a comparatively lower 7.91% annualized return.
FPUKX
-0.51%
3.63%
-2.39%
7.89%
10.04%
10.85%
9.28%
VFFVX
5.41%
4.87%
2.48%
12.34%
10.94%
10.14%
7.91%
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FPUKX vs. VFFVX - Expense Ratio Comparison
FPUKX has a 0.43% expense ratio, which is higher than VFFVX's 0.08% expense ratio.
Risk-Adjusted Performance
FPUKX vs. VFFVX — Risk-Adjusted Performance Rank
FPUKX
VFFVX
FPUKX vs. VFFVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Puritan Fund Class K (FPUKX) and Vanguard Target Retirement 2055 Fund (VFFVX). 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. VFFVX - Dividend Comparison
FPUKX's dividend yield for the trailing twelve months is around 11.51%, more than VFFVX's 2.12% 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% |
VFFVX Vanguard Target Retirement 2055 Fund | 2.12% | 2.24% | 2.18% | 2.19% | 10.03% | 1.82% | 2.15% | 2.35% | 1.83% | 1.99% | 1.98% | 1.75% |
Drawdowns
FPUKX vs. VFFVX - Drawdown Comparison
The maximum FPUKX drawdown since its inception was -37.79%, which is greater than VFFVX's maximum drawdown of -31.40%. Use the drawdown chart below to compare losses from any high point for FPUKX and VFFVX.
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Volatility
FPUKX vs. VFFVX - Volatility Comparison
The current volatility for Fidelity Puritan Fund Class K (FPUKX) is 2.82%, while Vanguard Target Retirement 2055 Fund (VFFVX) has a volatility of 3.35%. This indicates that FPUKX experiences smaller price fluctuations and is considered to be less risky than VFFVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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