FSNUX vs. FPURX
Compare and contrast key facts about Fidelity Freedom 2035 Fund Class K (FSNUX) and Fidelity Puritan Fund (FPURX).
FSNUX is managed by Fidelity. It was launched on Jul 20, 2017. FPURX is managed by Fidelity. It was launched on Apr 16, 1947.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSNUX or FPURX.
Correlation
The correlation between FSNUX and FPURX is 0.91, 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
FSNUX vs. FPURX - Performance Comparison
Key characteristics
FSNUX:
1.38
FPURX:
1.81
FSNUX:
1.96
FPURX:
2.51
FSNUX:
1.25
FPURX:
1.33
FSNUX:
0.72
FPURX:
0.93
FSNUX:
8.32
FPURX:
10.75
FSNUX:
1.56%
FPURX:
1.74%
FSNUX:
9.41%
FPURX:
10.35%
FSNUX:
-33.70%
FPURX:
-33.59%
FSNUX:
-6.94%
FPURX:
-4.54%
Returns By Period
In the year-to-date period, FSNUX achieves a 11.21% return, which is significantly lower than FPURX's 17.35% return.
FSNUX
11.21%
-0.74%
3.33%
11.96%
2.65%
N/A
FPURX
17.35%
-1.50%
4.12%
17.90%
4.93%
4.46%
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FSNUX vs. FPURX - Expense Ratio Comparison
FSNUX has a 0.61% expense ratio, which is higher than FPURX's 0.50% expense ratio.
Risk-Adjusted Performance
FSNUX vs. FPURX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2035 Fund Class K (FSNUX) and Fidelity Puritan Fund (FPURX). 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
FSNUX vs. FPURX - Dividend Comparison
FSNUX's dividend yield for the trailing twelve months is around 1.65%, more than FPURX's 1.29% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Fidelity Freedom 2035 Fund Class K | 1.65% | 1.77% | 2.32% | 2.35% | 1.12% | 1.59% | 1.76% | 1.27% | 0.00% | 0.00% | 0.00% | 0.00% |
Fidelity Puritan Fund | 1.29% | 1.71% | 1.62% | 1.01% | 1.09% | 1.52% | 1.83% | 1.33% | 1.75% | 7.94% | 9.74% | 10.25% |
Drawdowns
FSNUX vs. FPURX - Drawdown Comparison
The maximum FSNUX drawdown since its inception was -33.70%, roughly equal to the maximum FPURX drawdown of -33.59%. Use the drawdown chart below to compare losses from any high point for FSNUX and FPURX. For additional features, visit the drawdowns tool.
Volatility
FSNUX vs. FPURX - Volatility Comparison
The current volatility for Fidelity Freedom 2035 Fund Class K (FSNUX) is 2.83%, while Fidelity Puritan Fund (FPURX) has a volatility of 3.26%. This indicates that FSNUX experiences smaller price fluctuations and is considered to be less risky than FPURX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.