FPURX vs. BALFX
Compare and contrast key facts about Fidelity Puritan Fund (FPURX) and American Funds American Balanced Fund (BALFX).
FPURX is managed by Fidelity. It was launched on Apr 16, 1947. BALFX is managed by American Funds. It was launched on Mar 15, 2001.
Performance
FPURX vs. BALFX - Performance Comparison
Loading graphics...
FPURX vs. BALFX - 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% |
BALFX American Funds American Balanced Fund | -2.88% | 18.40% | 14.91% | 13.62% | -12.19% | 15.69% | 10.81% | 18.50% | -3.54% | 14.63% |
Returns By Period
In the year-to-date period, FPURX achieves a -3.53% return, which is significantly lower than BALFX's -2.88% return. Over the past 10 years, FPURX has outperformed BALFX with an annualized return of 10.27%, while BALFX has yielded a comparatively lower 8.93% 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%
BALFX
- 1D
- -0.14%
- 1M
- -6.82%
- YTD
- -2.88%
- 6M
- 0.82%
- 1Y
- 15.28%
- 3Y*
- 13.46%
- 5Y*
- 8.01%
- 10Y*
- 8.93%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FPURX vs. BALFX - Expense Ratio Comparison
FPURX has a 0.50% expense ratio, which is lower than BALFX's 0.62% expense ratio.
Return for Risk
FPURX vs. BALFX — Risk / Return Rank
FPURX
BALFX
FPURX vs. BALFX - 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 (BALFX). 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 | BALFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.42 | -0.38 |
Sortino ratioReturn per unit of downside risk | 1.50 | 2.08 | -0.58 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.29 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.37 | 1.99 | -0.62 |
Martin ratioReturn relative to average drawdown | 5.87 | 8.46 | -2.59 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FPURX | BALFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.42 | -0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.77 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.85 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.65 | +0.06 |
Correlation
The correlation between FPURX and BALFX 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. BALFX - Dividend Comparison
FPURX's dividend yield for the trailing twelve months is around 7.08%, less than BALFX's 8.48% 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% |
BALFX American Funds American Balanced Fund | 8.48% | 8.22% | 7.14% | 2.02% | 2.24% | 4.24% | 4.31% | 3.44% | 5.30% | 4.66% | 4.18% | 5.54% |
Drawdowns
FPURX vs. BALFX - Drawdown Comparison
The maximum FPURX drawdown since its inception was -31.76%, smaller than the maximum BALFX drawdown of -40.20%. Use the drawdown chart below to compare losses from any high point for FPURX and BALFX.
Loading graphics...
Drawdown Indicators
| FPURX | BALFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.76% | -40.20% | +8.44% |
Max Drawdown (1Y)Largest decline over 1 year | -8.48% | -7.34% | -1.14% |
Max Drawdown (5Y)Largest decline over 5 years | -22.53% | -18.81% | -3.72% |
Max Drawdown (10Y)Largest decline over 10 years | -23.93% | -22.34% | -1.59% |
Current DrawdownCurrent decline from peak | -7.24% | -7.03% | -0.21% |
Average DrawdownAverage peak-to-trough decline | -4.66% | -4.18% | -0.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.97% | 1.73% | +0.24% |
Volatility
FPURX vs. BALFX - Volatility Comparison
Fidelity Puritan Fund (FPURX) has a higher volatility of 3.89% compared to American Funds American Balanced Fund (BALFX) at 3.28%. This indicates that FPURX's price experiences larger fluctuations and is considered to be riskier than BALFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FPURX | BALFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.89% | 3.28% | +0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 7.54% | 6.75% | +0.79% |
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% | 10.41% | +2.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.03% | 10.61% | +2.42% |