FPURX vs. FNCMX
Compare and contrast key facts about Fidelity Puritan Fund (FPURX) and Fidelity NASDAQ Composite Index Fund (FNCMX).
FPURX is managed by Fidelity. It was launched on Apr 16, 1947. FNCMX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FPURX or FNCMX.
Performance
FPURX vs. FNCMX - Performance Comparison
Returns By Period
In the year-to-date period, FPURX achieves a 18.14% return, which is significantly lower than FNCMX's 25.14% return. Over the past 10 years, FPURX has underperformed FNCMX with an annualized return of 4.66%, while FNCMX has yielded a comparatively higher 15.21% annualized return.
FPURX
18.14%
-0.04%
7.63%
23.87%
5.51%
4.66%
FNCMX
25.14%
1.74%
12.29%
33.21%
17.15%
15.21%
Key characteristics
| FPURX | FNCMX | |
|---|---|---|
| Sharpe Ratio | 2.42 | 1.90 |
| Sortino Ratio | 3.39 | 2.51 |
| Omega Ratio | 1.45 | 1.34 |
| Calmar Ratio | 1.08 | 2.54 |
| Martin Ratio | 14.43 | 9.53 |
| Ulcer Index | 1.68% | 3.49% |
| Daily Std Dev | 10.03% | 17.52% |
| Max Drawdown | -33.59% | -55.71% |
| Current Drawdown | -3.89% | -3.19% |
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FPURX vs. FNCMX - Expense Ratio Comparison
FPURX has a 0.50% expense ratio, which is higher than FNCMX's 0.29% expense ratio.
Correlation
The correlation between FPURX and FNCMX is 0.90, 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.
Risk-Adjusted Performance
FPURX vs. FNCMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Puritan Fund (FPURX) and Fidelity NASDAQ Composite Index Fund (FNCMX). 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. FNCMX - Dividend Comparison
FPURX's dividend yield for the trailing twelve months is around 1.72%, more than FNCMX's 0.53% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPURX Fidelity Puritan Fund | 1.72% | 1.71% | 1.62% | 1.01% | 1.09% | 1.52% | 1.83% | 1.33% | 1.75% | 7.94% | 9.74% | 10.25% |
FNCMX Fidelity NASDAQ Composite Index Fund | 0.53% | 0.67% | 0.88% | 0.47% | 0.67% | 0.97% | 0.94% | 0.70% | 0.91% | 0.89% | 0.80% | 0.72% |
Drawdowns
FPURX vs. FNCMX - Drawdown Comparison
The maximum FPURX drawdown since its inception was -33.59%, smaller than the maximum FNCMX drawdown of -55.71%. Use the drawdown chart below to compare losses from any high point for FPURX and FNCMX. For additional features, visit the drawdowns tool.
Volatility
FPURX vs. FNCMX - Volatility Comparison
The current volatility for Fidelity Puritan Fund (FPURX) is 3.00%, while Fidelity NASDAQ Composite Index Fund (FNCMX) has a volatility of 5.77%. This indicates that FPURX experiences smaller price fluctuations and is considered to be less risky than FNCMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.