FPURX vs. VBAIX
Compare and contrast key facts about Fidelity Puritan Fund (FPURX) and Vanguard Balanced Index Fund Institutional Shares (VBAIX).
FPURX is managed by Fidelity. It was launched on Apr 16, 1947. VBAIX is managed by Vanguard. It was launched on Dec 1, 2000.
Performance
FPURX vs. VBAIX - Performance Comparison
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FPURX vs. VBAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FPURX Fidelity Puritan Fund | -3.53% | 12.22% | 18.94% | 20.20% | -17.35% | 18.92% | 20.58% | 21.27% | -4.18% | 18.28% |
VBAIX Vanguard Balanced Index Fund Institutional Shares | -4.19% | 13.60% | 17.78% | 17.55% | -16.87% | 14.20% | 16.40% | 21.79% | -2.83% | 13.86% |
Returns By Period
In the year-to-date period, FPURX achieves a -3.53% return, which is significantly higher than VBAIX's -4.19% return. Over the past 10 years, FPURX has outperformed VBAIX with an annualized return of 10.27%, while VBAIX has yielded a comparatively lower 9.08% annualized return.
FPURX
- 1D
- -0.28%
- 1M
- -6.44%
- YTD
- -3.53%
- 6M
- -0.94%
- 1Y
- 12.60%
- 3Y*
- 13.60%
- 5Y*
- 7.81%
- 10Y*
- 10.27%
VBAIX
- 1D
- -0.08%
- 1M
- -5.44%
- YTD
- -4.19%
- 6M
- -2.39%
- 1Y
- 10.88%
- 3Y*
- 12.60%
- 5Y*
- 6.93%
- 10Y*
- 9.08%
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FPURX vs. VBAIX - Expense Ratio Comparison
FPURX has a 0.50% expense ratio, which is higher than VBAIX's 0.06% expense ratio.
Return for Risk
FPURX vs. VBAIX — Risk / Return Rank
FPURX
VBAIX
FPURX vs. VBAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Puritan Fund (FPURX) and Vanguard Balanced Index Fund Institutional Shares (VBAIX). 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 | VBAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.01 | +0.04 |
Sortino ratioReturn per unit of downside risk | 1.50 | 1.50 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.22 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.37 | 1.31 | +0.06 |
Martin ratioReturn relative to average drawdown | 5.87 | 6.21 | -0.34 |
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 | VBAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.01 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.63 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.81 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.62 | +0.09 |
Correlation
The correlation between FPURX and VBAIX is 0.96, 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.
Dividends
FPURX vs. VBAIX - Dividend Comparison
FPURX's dividend yield for the trailing twelve months is around 7.08%, more than VBAIX's 5.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPURX Fidelity Puritan Fund | 7.08% | 6.83% | 11.30% | 5.34% | 9.38% | 13.10% | 5.10% | 4.29% | 15.26% | 3.78% | 3.71% | 7.49% |
VBAIX Vanguard Balanced Index Fund Institutional Shares | 5.86% | 6.01% | 8.01% | 4.36% | 2.84% | 3.20% | 2.65% | 2.29% | 2.33% | 1.96% | 2.10% | 2.10% |
Drawdowns
FPURX vs. VBAIX - Drawdown Comparison
The maximum FPURX drawdown since its inception was -31.76%, smaller than the maximum VBAIX drawdown of -35.82%. Use the drawdown chart below to compare losses from any high point for FPURX and VBAIX.
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Drawdown Indicators
| FPURX | VBAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.76% | -35.82% | +4.06% |
Max Drawdown (1Y)Largest decline over 1 year | -8.48% | -7.80% | -0.68% |
Max Drawdown (5Y)Largest decline over 5 years | -22.53% | -21.52% | -1.01% |
Max Drawdown (10Y)Largest decline over 10 years | -23.93% | -22.77% | -1.16% |
Current DrawdownCurrent decline from peak | -7.24% | -5.84% | -1.40% |
Average DrawdownAverage peak-to-trough decline | -4.66% | -4.45% | -0.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.97% | 1.64% | +0.33% |
Volatility
FPURX vs. VBAIX - Volatility Comparison
Fidelity Puritan Fund (FPURX) has a higher volatility of 3.89% compared to Vanguard Balanced Index Fund Institutional Shares (VBAIX) at 3.07%. This indicates that FPURX's price experiences larger fluctuations and is considered to be riskier than VBAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FPURX | VBAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.89% | 3.07% | +0.82% |
Volatility (6M)Calculated over the trailing 6-month period | 7.54% | 5.93% | +1.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.46% | 11.28% | +1.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.24% | 11.06% | +2.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.03% | 11.19% | +1.84% |