FPURX vs. AMBFX
Compare and contrast key facts about Fidelity Puritan Fund (FPURX) and American Funds American Balanced Fund® Class F-2 (AMBFX).
FPURX is managed by Fidelity. It was launched on Apr 16, 1947. AMBFX is managed by American Funds. It was launched on Aug 5, 2008.
Performance
FPURX vs. AMBFX - Performance Comparison
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FPURX vs. AMBFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FPURX Fidelity Puritan Fund | -3.53% | 12.22% | 18.94% | 20.20% | -17.35% | 18.92% | 20.58% | 21.27% | -4.18% | 18.28% |
AMBFX American Funds American Balanced Fund® Class F-2 | -2.82% | 18.67% | 15.25% | 13.81% | -11.93% | 16.00% | 11.06% | 19.45% | -2.69% | 14.85% |
Returns By Period
In the year-to-date period, FPURX achieves a -3.53% return, which is significantly lower than AMBFX's -2.82% return. Over the past 10 years, FPURX has outperformed AMBFX with an annualized return of 10.27%, while AMBFX has yielded a comparatively lower 9.33% annualized return.
FPURX
- 1D
- -0.28%
- 1M
- -6.44%
- YTD
- -3.53%
- 6M
- -0.94%
- 1Y
- 12.60%
- 3Y*
- 13.60%
- 5Y*
- 7.81%
- 10Y*
- 10.27%
AMBFX
- 1D
- -0.14%
- 1M
- -6.81%
- YTD
- -2.82%
- 6M
- 0.93%
- 1Y
- 15.54%
- 3Y*
- 13.72%
- 5Y*
- 8.28%
- 10Y*
- 9.33%
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FPURX vs. AMBFX - Expense Ratio Comparison
FPURX has a 0.50% expense ratio, which is higher than AMBFX's 0.35% expense ratio.
Return for Risk
FPURX vs. AMBFX — Risk / Return Rank
FPURX
AMBFX
FPURX vs. AMBFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Puritan Fund (FPURX) and American Funds American Balanced Fund® Class F-2 (AMBFX). 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 | AMBFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.45 | -0.40 |
Sortino ratioReturn per unit of downside risk | 1.50 | 2.12 | -0.61 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.30 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.37 | 2.03 | -0.66 |
Martin ratioReturn relative to average drawdown | 5.87 | 8.67 | -2.80 |
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 | AMBFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.45 | -0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.80 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.88 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.72 | -0.01 |
Correlation
The correlation between FPURX and AMBFX 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.
Dividends
FPURX vs. AMBFX - Dividend Comparison
FPURX's dividend yield for the trailing twelve months is around 7.08%, less than AMBFX's 8.75% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPURX Fidelity Puritan Fund | 7.08% | 6.83% | 11.30% | 5.34% | 9.38% | 13.10% | 5.10% | 4.29% | 15.26% | 3.78% | 3.71% | 7.49% |
AMBFX American Funds American Balanced Fund® Class F-2 | 8.75% | 8.47% | 7.40% | 2.20% | 2.52% | 4.50% | 4.56% | 4.19% | 6.20% | 4.85% | 4.46% | 5.81% |
Drawdowns
FPURX vs. AMBFX - Drawdown Comparison
The maximum FPURX drawdown since its inception was -31.76%, smaller than the maximum AMBFX drawdown of -35.05%. Use the drawdown chart below to compare losses from any high point for FPURX and AMBFX.
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Drawdown Indicators
| FPURX | AMBFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.76% | -35.05% | +3.29% |
Max Drawdown (1Y)Largest decline over 1 year | -8.48% | -7.34% | -1.14% |
Max Drawdown (5Y)Largest decline over 5 years | -22.53% | -18.65% | -3.88% |
Max Drawdown (10Y)Largest decline over 10 years | -23.93% | -22.31% | -1.62% |
Current DrawdownCurrent decline from peak | -7.24% | -7.00% | -0.24% |
Average DrawdownAverage peak-to-trough decline | -4.66% | -3.61% | -1.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.97% | 1.72% | +0.25% |
Volatility
FPURX vs. AMBFX - Volatility Comparison
Fidelity Puritan Fund (FPURX) has a higher volatility of 3.89% compared to American Funds American Balanced Fund® Class F-2 (AMBFX) at 3.26%. This indicates that FPURX's price experiences larger fluctuations and is considered to be riskier than AMBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FPURX | AMBFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.89% | 3.26% | +0.63% |
Volatility (6M)Calculated over the trailing 6-month period | 7.54% | 6.73% | +0.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.46% | 11.10% | +1.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.24% | 10.42% | +2.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.03% | 10.62% | +2.41% |