Correlation
The correlation between OAKBX and FPURX is 0.83, 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.
OAKBX vs. FPURX
Compare and contrast key facts about Oakmark Equity and Income Fund (OAKBX) and Fidelity Puritan Fund (FPURX).
OAKBX is managed by Oakmark. It was launched on Oct 31, 1995. 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: OAKBX or FPURX.
Performance
OAKBX vs. FPURX - Performance Comparison
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Key characteristics
OAKBX:
0.51
FPURX:
0.45
OAKBX:
0.60
FPURX:
0.66
OAKBX:
1.08
FPURX:
1.09
OAKBX:
0.40
FPURX:
0.39
OAKBX:
1.55
FPURX:
1.34
OAKBX:
2.83%
FPURX:
4.29%
OAKBX:
11.76%
FPURX:
14.06%
OAKBX:
-37.44%
FPURX:
-31.26%
OAKBX:
-3.79%
FPURX:
-5.66%
Returns By Period
In the year-to-date period, OAKBX achieves a 0.18% return, which is significantly higher than FPURX's -1.90% return. Over the past 10 years, OAKBX has underperformed FPURX with an annualized return of 2.48%, while FPURX has yielded a comparatively higher 9.05% annualized return.
OAKBX
0.18%
2.08%
-2.65%
5.68%
7.68%
8.99%
2.48%
FPURX
-1.90%
3.76%
-2.60%
5.42%
10.48%
10.83%
9.05%
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OAKBX vs. FPURX - Expense Ratio Comparison
OAKBX has a 0.83% expense ratio, which is higher than FPURX's 0.50% expense ratio.
Risk-Adjusted Performance
OAKBX vs. FPURX — Risk-Adjusted Performance Rank
OAKBX
FPURX
OAKBX vs. FPURX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Oakmark Equity and Income Fund (OAKBX) 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.
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Dividends
OAKBX vs. FPURX - Dividend Comparison
OAKBX's dividend yield for the trailing twelve months is around 2.11%, less than FPURX's 11.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OAKBX Oakmark Equity and Income Fund | 2.11% | 2.05% | 2.28% | 1.44% | 14.26% | 4.17% | 9.07% | 10.05% | 8.09% | 4.13% | 6.53% | 9.37% |
FPURX Fidelity Puritan Fund | 11.60% | 11.30% | 5.34% | 9.38% | 13.10% | 5.10% | 4.29% | 15.26% | 4.18% | 3.71% | 7.49% | 8.93% |
Drawdowns
OAKBX vs. FPURX - Drawdown Comparison
The maximum OAKBX drawdown since its inception was -37.44%, which is greater than FPURX's maximum drawdown of -31.26%. Use the drawdown chart below to compare losses from any high point for OAKBX and FPURX.
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Volatility
OAKBX vs. FPURX - Volatility Comparison
Oakmark Equity and Income Fund (OAKBX) has a higher volatility of 3.26% compared to Fidelity Puritan Fund (FPURX) at 2.48%. This indicates that OAKBX's price experiences larger fluctuations and is considered to be riskier than FPURX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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