FPURX vs. TRRCX

In the year-to-date period, FPURX achieves a -1.26% return, which is significantly lower than TRRCX's 3.16% return. Over the past 10 years, FPURX has underperformed TRRCX with an annualized return of 3.14%, while TRRCX has yielded a comparatively higher 5.68% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

FPURX has a 0.50% expense ratio, which is lower than TRRCX's 0.59% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Puritan Fund (FPURX) and T. Rowe Price Retirement 2030 Fund (TRRCX). 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.

The current FPURX Sharpe Ratio is -0.11, which is lower than the TRRCX Sharpe Ratio of 0.65. The chart below compares the historical Sharpe Ratios of FPURX and TRRCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FPURX's dividend yield for the trailing twelve months is around 1.81%, less than TRRCX's 2.06% yield.

The maximum FPURX drawdown since its inception was -33.59%, smaller than the maximum TRRCX drawdown of -55.28%. Use the drawdown chart below to compare losses from any high point for FPURX and TRRCX. For additional features, visit the drawdowns tool.

Fidelity Puritan Fund (FPURX) has a higher volatility of 3.66% compared to T. Rowe Price Retirement 2030 Fund (TRRCX) at 2.91%. This indicates that FPURX's price experiences larger fluctuations and is considered to be riskier than TRRCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.