FPURX vs. FSNUX
Compare and contrast key facts about Fidelity Puritan Fund (FPURX) and Fidelity Freedom 2035 Fund Class K (FSNUX).
FPURX is managed by Fidelity. It was launched on Apr 16, 1947. FSNUX is managed by Fidelity. It was launched on Jul 20, 2017.
Performance
FPURX vs. FSNUX - Performance Comparison
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Returns By Period
In the year-to-date period, FPURX achieves a -0.81% return, which is significantly lower than FSNUX's 0.56% return.
FPURX
- 1D
- 0.04%
- 1M
- -2.05%
- YTD
- -0.81%
- 6M
- 1.59%
- 1Y
- 23.28%
- 3Y*
- 14.47%
- 5Y*
- 8.14%
- 10Y*
- 10.59%
FSNUX
- 1D
- -0.06%
- 1M
- -1.76%
- YTD
- 0.56%
- 6M
- 2.80%
- 1Y
- 26.39%
- 3Y*
- 14.64%
- 5Y*
- 7.28%
- 10Y*
- —
FPURX vs. FSNUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FPURX Fidelity Puritan Fund | -0.81% | 12.22% | 18.94% | 20.20% | -17.35% | 18.92% | 20.58% | 21.27% | -4.18% | 6.20% |
FSNUX Fidelity Freedom 2035 Fund Class K | 0.56% | 19.34% | 13.94% | 17.79% | -18.35% | 14.50% | 17.33% | 24.55% | -8.27% | 5.89% |
Correlation
The correlation between FPURX and FSNUX is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification — they'll tend to fall together during downturns. For meaningful risk reduction, look for holdings with correlations below 0.5.
FPURX vs. FSNUX - Expense Ratio Comparison
FPURX has a 0.50% expense ratio, which is lower than FSNUX's 0.61% expense ratio.
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Return for Risk
FPURX vs. FSNUX — Risk / Return Rank
FPURX
FSNUX
FPURX vs. FSNUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Puritan Fund (FPURX) and Fidelity Freedom 2035 Fund Class K (FSNUX). 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 | FSNUX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 1.49 | -0.32 |
Sortino ratioReturn per unit of downside risk | 1.69 | 2.12 | -0.43 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.32 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.81 | 2.17 | -0.36 |
Martin ratioReturn relative to average drawdown | 7.50 | 9.39 | -1.89 |
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 | FSNUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 1.49 | -0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.59 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.66 | +0.06 |
Drawdowns
FPURX vs. FSNUX - Drawdown Comparison
The maximum FPURX drawdown since its inception was -31.76%, which is greater than FSNUX's maximum drawdown of -28.85%. Use the drawdown chart below to compare losses from any high point for FPURX and FSNUX.
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Drawdown Indicators
| FPURX | FSNUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.76% | -28.85% | -2.91% |
Max Drawdown (1Y)Largest decline over 1 year | -7.24% | -7.49% | +0.25% |
Max Drawdown (5Y)Largest decline over 5 years | -22.53% | -25.87% | +3.34% |
Max Drawdown (10Y)Largest decline over 10 years | -23.93% | — | — |
Current DrawdownCurrent decline from peak | -4.61% | -4.71% | +0.10% |
Average DrawdownAverage peak-to-trough decline | -4.66% | -5.54% | +0.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.04% | 2.03% | +0.01% |
Volatility
FPURX vs. FSNUX - Volatility Comparison
The current volatility for Fidelity Puritan Fund (FPURX) is 4.59%, while Fidelity Freedom 2035 Fund Class K (FSNUX) has a volatility of 4.86%. This indicates that FPURX experiences smaller price fluctuations and is considered to be less risky than FSNUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FPURX | FSNUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.59% | 4.86% | -0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 7.90% | 7.44% | +0.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.64% | 12.20% | +0.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.27% | 12.38% | +0.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.05% | 14.00% | -0.95% |
Dividends
FPURX vs. FSNUX - Dividend Comparison
FPURX's dividend yield for the trailing twelve months is around 6.89%, more than FSNUX's 5.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPURX Fidelity Puritan Fund | 6.49% | 6.83% | 11.30% | 5.34% | 9.38% | 13.10% | 5.10% | 4.29% | 15.26% | 3.78% | 3.71% | 7.49% |
FSNUX Fidelity Freedom 2035 Fund Class K | 5.05% | 5.08% | 5.51% | 2.03% | 10.34% | 11.67% | 6.01% | 6.85% | 7.77% | 1.74% | 0.00% | 0.00% |