FPURX vs. FXAIX
Compare and contrast key facts about Fidelity Puritan Fund (FPURX) and Fidelity 500 Index Fund (FXAIX).
FPURX is managed by Fidelity. It was launched on Apr 16, 1947. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FPURX or FXAIX.
Performance
FPURX vs. FXAIX - Performance Comparison
Returns By Period
In the year-to-date period, FPURX achieves a 18.14% return, which is significantly lower than FXAIX's 24.55% return. Over the past 10 years, FPURX has underperformed FXAIX with an annualized return of 4.67%, while FXAIX has yielded a comparatively higher 13.02% annualized return.
FPURX
18.14%
-0.43%
7.63%
23.65%
5.48%
4.67%
FXAIX
24.55%
0.19%
11.42%
31.85%
15.34%
13.02%
Key characteristics
| FPURX | FXAIX | |
|---|---|---|
| Sharpe Ratio | 2.42 | 2.63 |
| Sortino Ratio | 3.39 | 3.52 |
| Omega Ratio | 1.45 | 1.49 |
| Calmar Ratio | 1.08 | 3.81 |
| Martin Ratio | 14.43 | 17.22 |
| Ulcer Index | 1.68% | 1.87% |
| Daily Std Dev | 10.03% | 12.24% |
| Max Drawdown | -33.59% | -33.79% |
| Current Drawdown | -3.89% | -2.14% |
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FPURX vs. FXAIX - Expense Ratio Comparison
FPURX has a 0.50% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Correlation
The correlation between FPURX and FXAIX 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.
Risk-Adjusted Performance
FPURX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Puritan Fund (FPURX) and Fidelity 500 Index Fund (FXAIX). 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. FXAIX - Dividend Comparison
FPURX's dividend yield for the trailing twelve months is around 1.72%, more than FXAIX's 1.24% 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% |
FXAIX Fidelity 500 Index Fund | 1.24% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% | 1.84% |
Drawdowns
FPURX vs. FXAIX - Drawdown Comparison
The maximum FPURX drawdown since its inception was -33.59%, roughly equal to the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FPURX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
FPURX vs. FXAIX - Volatility Comparison
The current volatility for Fidelity Puritan Fund (FPURX) is 3.00%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 4.05%. This indicates that FPURX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.