FPURX vs. FLCPX
Compare and contrast key facts about Fidelity Puritan Fund (FPURX) and Fidelity SAI U.S. Large Cap Index Fund (FLCPX).
FPURX is managed by Fidelity. It was launched on Apr 16, 1947. FLCPX is managed by Fidelity. It was launched on Feb 2, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FPURX or FLCPX.
Correlation
The correlation between FPURX and FLCPX is 0.94, 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.
Performance
FPURX vs. FLCPX - Performance Comparison
Key characteristics
FPURX:
-0.24
FLCPX:
0.30
FPURX:
-0.21
FLCPX:
0.55
FPURX:
0.97
FLCPX:
1.08
FPURX:
-0.17
FLCPX:
0.28
FPURX:
-0.61
FLCPX:
1.00
FPURX:
6.03%
FLCPX:
5.88%
FPURX:
15.60%
FLCPX:
19.64%
FPURX:
-33.59%
FLCPX:
-33.87%
FPURX:
-17.76%
FLCPX:
-13.30%
Returns By Period
In the year-to-date period, FPURX achieves a -6.80% return, which is significantly lower than FLCPX's -6.41% return.
FPURX
-6.80%
-5.31%
-7.09%
-4.54%
2.72%
2.57%
FLCPX
-6.41%
-4.98%
-8.94%
4.56%
9.11%
N/A
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FPURX vs. FLCPX - Expense Ratio Comparison
FPURX has a 0.50% expense ratio, which is higher than FLCPX's 0.02% expense ratio.
Risk-Adjusted Performance
FPURX vs. FLCPX — Risk-Adjusted Performance Rank
FPURX
FLCPX
FPURX vs. FLCPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Puritan Fund (FPURX) and Fidelity SAI U.S. Large Cap Index Fund (FLCPX). 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.
Dividends
FPURX vs. FLCPX - Dividend Comparison
FPURX's dividend yield for the trailing twelve months is around 1.92%, more than FLCPX's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPURX Fidelity Puritan Fund | 1.92% | 1.75% | 1.71% | 1.62% | 1.01% | 1.09% | 1.52% | 1.83% | 1.33% | 1.75% | 7.94% | 9.74% |
FLCPX Fidelity SAI U.S. Large Cap Index Fund | 1.39% | 1.30% | 1.62% | 1.94% | 1.50% | 1.79% | 1.74% | 2.10% | 1.34% | 0.76% | 0.00% | 0.00% |
Drawdowns
FPURX vs. FLCPX - Drawdown Comparison
The maximum FPURX drawdown since its inception was -33.59%, roughly equal to the maximum FLCPX drawdown of -33.87%. Use the drawdown chart below to compare losses from any high point for FPURX and FLCPX. For additional features, visit the drawdowns tool.
Volatility
FPURX vs. FLCPX - Volatility Comparison
The current volatility for Fidelity Puritan Fund (FPURX) is 8.81%, while Fidelity SAI U.S. Large Cap Index Fund (FLCPX) has a volatility of 14.20%. This indicates that FPURX experiences smaller price fluctuations and is considered to be less risky than FLCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.