OAKBX vs. FPURX

In the year-to-date period, OAKBX achieves a 0.04% return, which is significantly higher than FPURX's -3.40% return. Over the past 10 years, OAKBX has underperformed FPURX with an annualized return of 2.50%, while FPURX has yielded a comparatively higher 3.01% annualized return.

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OAKBX has a 0.83% expense ratio, which is higher than FPURX's 0.50% expense ratio.

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.

The current OAKBX Sharpe Ratio is 0.40, which is higher than the FPURX Sharpe Ratio of -0.23. The chart below compares the historical Sharpe Ratios of OAKBX and FPURX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

OAKBX's dividend yield for the trailing twelve months is around 2.12%, more than FPURX's 1.85% yield.

The maximum OAKBX drawdown since its inception was -37.44%, which is greater than FPURX's maximum drawdown of -33.59%. Use the drawdown chart below to compare losses from any high point for OAKBX and FPURX. For additional features, visit the drawdowns tool.

Oakmark Equity and Income Fund (OAKBX) and Fidelity Puritan Fund (FPURX) have volatilities of 4.25% and 4.29%, 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.