FPURX vs. VBIAX
Compare and contrast key facts about Fidelity Puritan Fund (FPURX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX).
FPURX is managed by Fidelity. It was launched on Apr 16, 1947. VBIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FPURX or VBIAX.
Performance
FPURX vs. VBIAX - Performance Comparison
Returns By Period
In the year-to-date period, FPURX achieves a 18.14% return, which is significantly higher than VBIAX's 14.07% return. Over the past 10 years, FPURX has underperformed VBIAX with an annualized return of 4.67%, while VBIAX has yielded a comparatively higher 7.54% annualized return.
FPURX
18.14%
-0.43%
7.63%
23.65%
5.48%
4.67%
VBIAX
14.07%
-0.24%
8.01%
18.80%
7.36%
7.54%
Key characteristics
| FPURX | VBIAX | |
|---|---|---|
| Sharpe Ratio | 2.42 | 2.20 |
| Sortino Ratio | 3.39 | 2.98 |
| Omega Ratio | 1.45 | 1.42 |
| Calmar Ratio | 1.08 | 1.77 |
| Martin Ratio | 14.43 | 13.30 |
| Ulcer Index | 1.68% | 1.43% |
| Daily Std Dev | 10.03% | 8.64% |
| Max Drawdown | -33.59% | -35.90% |
| Current Drawdown | -3.89% | -1.75% |
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FPURX vs. VBIAX - Expense Ratio Comparison
FPURX has a 0.50% expense ratio, which is higher than VBIAX's 0.07% expense ratio.
Correlation
The correlation between FPURX and VBIAX is 0.94, 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. VBIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Puritan Fund (FPURX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX). 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. VBIAX - Dividend Comparison
FPURX's dividend yield for the trailing twelve months is around 1.72%, less than VBIAX's 2.04% 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% |
VBIAX Vanguard Balanced Index Fund Admiral Shares | 2.04% | 2.04% | 1.93% | 1.39% | 1.66% | 2.12% | 2.32% | 1.95% | 2.09% | 2.09% | 1.92% | 1.85% |
Drawdowns
FPURX vs. VBIAX - Drawdown Comparison
The maximum FPURX drawdown since its inception was -33.59%, smaller than the maximum VBIAX drawdown of -35.90%. Use the drawdown chart below to compare losses from any high point for FPURX and VBIAX. For additional features, visit the drawdowns tool.
Volatility
FPURX vs. VBIAX - Volatility Comparison
Fidelity Puritan Fund (FPURX) has a higher volatility of 3.00% compared to Vanguard Balanced Index Fund Admiral Shares (VBIAX) at 2.62%. This indicates that FPURX's price experiences larger fluctuations and is considered to be riskier than VBIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.