GAIOX vs. FPURX
Compare and contrast key facts about American Funds Growth and Income Portfolio (GAIOX) and Fidelity Puritan Fund (FPURX).
GAIOX is managed by American Funds. It was launched on May 18, 2012. FPURX is managed by Fidelity. It was launched on Apr 16, 1947.
Performance
GAIOX vs. FPURX - Performance Comparison
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GAIOX vs. FPURX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GAIOX American Funds Growth and Income Portfolio | -4.74% | 17.92% | 14.54% | 18.77% | -15.88% | 16.31% | 16.35% | 21.90% | -5.91% | 19.13% |
FPURX Fidelity Puritan Fund | -3.53% | 12.22% | 18.94% | 20.20% | -17.35% | 18.92% | 20.58% | 21.27% | -4.18% | 18.28% |
Returns By Period
In the year-to-date period, GAIOX achieves a -4.74% return, which is significantly lower than FPURX's -3.53% return. Over the past 10 years, GAIOX has underperformed FPURX with an annualized return of 9.66%, while FPURX has yielded a comparatively higher 10.27% annualized return.
GAIOX
- 1D
- -0.20%
- 1M
- -7.99%
- YTD
- -4.74%
- 6M
- -2.22%
- 1Y
- 13.39%
- 3Y*
- 13.37%
- 5Y*
- 7.53%
- 10Y*
- 9.66%
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%
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GAIOX vs. FPURX - Expense Ratio Comparison
GAIOX has a 0.66% expense ratio, which is higher than FPURX's 0.50% expense ratio.
Return for Risk
GAIOX vs. FPURX — Risk / Return Rank
GAIOX
FPURX
GAIOX vs. FPURX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Growth and Income Portfolio (GAIOX) 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.
| GAIOX | FPURX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 1.04 | +0.02 |
Sortino ratioReturn per unit of downside risk | 1.59 | 1.50 | +0.08 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.22 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.37 | 1.37 | 0.00 |
Martin ratioReturn relative to average drawdown | 6.01 | 5.87 | +0.14 |
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
| GAIOX | FPURX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 1.04 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.59 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.79 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.71 | +0.09 |
Correlation
The correlation between GAIOX and FPURX 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.
Dividends
GAIOX vs. FPURX - Dividend Comparison
GAIOX's dividend yield for the trailing twelve months is around 5.77%, less than FPURX's 7.08% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GAIOX American Funds Growth and Income Portfolio | 5.77% | 5.50% | 4.81% | 2.81% | 6.45% | 5.13% | 4.00% | 5.51% | 6.10% | 3.45% | 4.39% | 4.60% |
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% |
Drawdowns
GAIOX vs. FPURX - Drawdown Comparison
The maximum GAIOX drawdown since its inception was -26.55%, smaller than the maximum FPURX drawdown of -31.76%. Use the drawdown chart below to compare losses from any high point for GAIOX and FPURX.
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Drawdown Indicators
| GAIOX | FPURX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.55% | -31.76% | +5.21% |
Max Drawdown (1Y)Largest decline over 1 year | -8.83% | -8.48% | -0.35% |
Max Drawdown (5Y)Largest decline over 5 years | -23.11% | -22.53% | -0.58% |
Max Drawdown (10Y)Largest decline over 10 years | -26.55% | -23.93% | -2.62% |
Current DrawdownCurrent decline from peak | -8.32% | -7.24% | -1.08% |
Average DrawdownAverage peak-to-trough decline | -3.47% | -4.66% | +1.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.01% | 1.97% | +0.04% |
Volatility
GAIOX vs. FPURX - Volatility Comparison
American Funds Growth and Income Portfolio (GAIOX) and Fidelity Puritan Fund (FPURX) have volatilities of 3.98% and 3.89%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GAIOX | FPURX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.98% | 3.89% | +0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 7.59% | 7.54% | +0.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.66% | 12.46% | +0.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.49% | 13.24% | -0.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.12% | 13.03% | +0.09% |