FPURX vs. TRRCX
Compare and contrast key facts about Fidelity Puritan Fund (FPURX) and T. Rowe Price Retirement 2030 Fund (TRRCX).
FPURX is managed by Fidelity. It was launched on Apr 16, 1947. TRRCX is managed by T. Rowe Price. It was launched on Sep 29, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FPURX or TRRCX.
Correlation
The correlation between FPURX and TRRCX 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.
Performance
FPURX vs. TRRCX - Performance Comparison
Key characteristics
FPURX:
-0.24
TRRCX:
0.66
FPURX:
-0.21
TRRCX:
1.01
FPURX:
0.97
TRRCX:
1.14
FPURX:
-0.17
TRRCX:
0.61
FPURX:
-0.61
TRRCX:
2.17
FPURX:
6.03%
TRRCX:
3.66%
FPURX:
15.60%
TRRCX:
12.07%
FPURX:
-33.59%
TRRCX:
-55.28%
FPURX:
-17.76%
TRRCX:
-6.78%
Returns By Period
In the year-to-date period, FPURX achieves a -6.80% return, which is significantly lower than TRRCX's -0.20% return. Over the past 10 years, FPURX has underperformed TRRCX with an annualized return of 2.57%, while TRRCX has yielded a comparatively higher 5.37% annualized return.
FPURX
-6.80%
-5.31%
-7.09%
-4.54%
2.72%
2.57%
TRRCX
-0.20%
-2.51%
-1.13%
7.20%
9.85%
5.37%
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FPURX vs. TRRCX - Expense Ratio Comparison
FPURX has a 0.50% expense ratio, which is lower than TRRCX's 0.59% expense ratio.
Risk-Adjusted Performance
FPURX vs. TRRCX — Risk-Adjusted Performance Rank
FPURX
TRRCX
FPURX vs. TRRCX - Risk-Adjusted Performance Comparison
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.
Dividends
FPURX vs. TRRCX - Dividend Comparison
FPURX's dividend yield for the trailing twelve months is around 1.92%, less than TRRCX's 2.13% 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% |
TRRCX T. Rowe Price Retirement 2030 Fund | 2.13% | 2.13% | 1.96% | 1.98% | 1.09% | 1.09% | 1.89% | 1.97% | 1.54% | 1.60% | 1.70% | 5.65% |
Drawdowns
FPURX vs. TRRCX - Drawdown Comparison
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.
Volatility
FPURX vs. TRRCX - Volatility Comparison
Fidelity Puritan Fund (FPURX) has a higher volatility of 8.81% compared to T. Rowe Price Retirement 2030 Fund (TRRCX) at 7.86%. 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.