FPURX vs. AAAAX
Compare and contrast key facts about Fidelity Puritan Fund (FPURX) and DWS RREEF Real Assets Fund - Class A (AAAAX).
FPURX is managed by Fidelity. It was launched on Apr 16, 1947. AAAAX is managed by DWS. It was launched on Jul 30, 2007.
Performance
FPURX vs. AAAAX - Performance Comparison
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FPURX vs. AAAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FPURX Fidelity Puritan Fund | -1.27% | 12.22% | 18.94% | 20.20% | -17.35% | 18.92% | 20.58% | 21.27% | -4.18% | 18.28% |
AAAAX DWS RREEF Real Assets Fund - Class A | 9.77% | 12.82% | 5.24% | 2.30% | -9.91% | 23.45% | 3.71% | 21.42% | -5.36% | 14.67% |
Returns By Period
In the year-to-date period, FPURX achieves a -1.27% return, which is significantly lower than AAAAX's 9.77% return. Over the past 10 years, FPURX has outperformed AAAAX with an annualized return of 10.52%, while AAAAX has yielded a comparatively lower 7.40% annualized return.
FPURX
- 1D
- 2.35%
- 1M
- -4.07%
- YTD
- -1.27%
- 6M
- 1.23%
- 1Y
- 14.77%
- 3Y*
- 14.48%
- 5Y*
- 8.04%
- 10Y*
- 10.52%
AAAAX
- 1D
- 1.09%
- 1M
- -3.53%
- YTD
- 9.77%
- 6M
- 11.84%
- 1Y
- 17.50%
- 3Y*
- 10.19%
- 5Y*
- 6.78%
- 10Y*
- 7.40%
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FPURX vs. AAAAX - Expense Ratio Comparison
FPURX has a 0.50% expense ratio, which is lower than AAAAX's 1.22% expense ratio.
Return for Risk
FPURX vs. AAAAX — Risk / Return Rank
FPURX
AAAAX
FPURX vs. AAAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Puritan Fund (FPURX) and DWS RREEF Real Assets Fund - Class A (AAAAX). 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.
| FPURX | AAAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 1.57 | -0.36 |
Sortino ratioReturn per unit of downside risk | 1.74 | 2.11 | -0.36 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.32 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.84 | 1.91 | -0.07 |
Martin ratioReturn relative to average drawdown | 7.80 | 10.22 | -2.41 |
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
| FPURX | AAAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 1.57 | -0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.56 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 0.59 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.38 | +0.33 |
Correlation
The correlation between FPURX and AAAAX is 0.73, 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
FPURX vs. AAAAX - Dividend Comparison
FPURX's dividend yield for the trailing twelve months is around 6.92%, more than AAAAX's 3.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPURX Fidelity Puritan Fund | 6.92% | 6.83% | 11.30% | 5.34% | 9.38% | 13.10% | 5.10% | 4.29% | 15.26% | 3.78% | 3.71% | 7.49% |
AAAAX DWS RREEF Real Assets Fund - Class A | 3.23% | 3.54% | 2.45% | 2.08% | 4.17% | 2.31% | 1.33% | 1.81% | 1.61% | 1.52% | 1.47% | 2.15% |
Drawdowns
FPURX vs. AAAAX - Drawdown Comparison
The maximum FPURX drawdown since its inception was -31.76%, smaller than the maximum AAAAX drawdown of -40.47%. Use the drawdown chart below to compare losses from any high point for FPURX and AAAAX.
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Drawdown Indicators
| FPURX | AAAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.76% | -40.47% | +8.71% |
Max Drawdown (1Y)Largest decline over 1 year | -8.48% | -9.55% | +1.07% |
Max Drawdown (5Y)Largest decline over 5 years | -22.53% | -22.62% | +0.09% |
Max Drawdown (10Y)Largest decline over 10 years | -23.93% | -29.41% | +5.48% |
Current DrawdownCurrent decline from peak | -5.06% | -3.53% | -1.53% |
Average DrawdownAverage peak-to-trough decline | -4.66% | -6.89% | +2.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.00% | 1.79% | +0.21% |
Volatility
FPURX vs. AAAAX - Volatility Comparison
Fidelity Puritan Fund (FPURX) has a higher volatility of 4.70% compared to DWS RREEF Real Assets Fund - Class A (AAAAX) at 3.27%. This indicates that FPURX's price experiences larger fluctuations and is considered to be riskier than AAAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FPURX | AAAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.70% | 3.27% | +1.43% |
Volatility (6M)Calculated over the trailing 6-month period | 7.89% | 7.26% | +0.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.65% | 11.62% | +1.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.28% | 12.19% | +1.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.05% | 12.66% | +0.39% |