Correlation
The correlation between OCCI and FPURX is 0.25, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
OCCI vs. FPURX
Compare and contrast key facts about OFS Credit Company, Inc. (OCCI) and Fidelity Puritan Fund (FPURX).
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: OCCI or FPURX.
Performance
OCCI vs. FPURX - Performance Comparison
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Key characteristics
OCCI:
0.06
FPURX:
0.57
OCCI:
0.16
FPURX:
0.76
OCCI:
1.02
FPURX:
1.10
OCCI:
-0.01
FPURX:
0.47
OCCI:
-0.03
FPURX:
1.57
OCCI:
5.12%
FPURX:
4.33%
OCCI:
23.87%
FPURX:
14.08%
OCCI:
-66.45%
FPURX:
-31.26%
OCCI:
-17.60%
FPURX:
-4.38%
Returns By Period
In the year-to-date period, OCCI achieves a -5.49% return, which is significantly lower than FPURX's -0.57% return.
OCCI
-5.49%
-5.88%
-5.68%
0.93%
4.19%
11.68%
N/A
FPURX
-0.57%
3.58%
-2.42%
7.82%
9.95%
10.76%
9.18%
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Risk-Adjusted Performance
OCCI vs. FPURX — Risk-Adjusted Performance Rank
OCCI
FPURX
OCCI vs. FPURX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for OFS Credit Company, Inc. (OCCI) 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
OCCI vs. FPURX - Dividend Comparison
OCCI's dividend yield for the trailing twelve months is around 22.01%, more than FPURX's 11.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OCCI OFS Credit Company, Inc. | 22.01% | 18.14% | 30.19% | 27.09% | 16.28% | 18.04% | 13.21% | 2.93% | 0.00% | 0.00% | 0.00% | 0.00% |
FPURX Fidelity Puritan Fund | 11.44% | 11.30% | 5.34% | 9.38% | 13.10% | 5.10% | 4.29% | 15.26% | 4.18% | 3.71% | 7.49% | 8.93% |
Drawdowns
OCCI vs. FPURX - Drawdown Comparison
The maximum OCCI drawdown since its inception was -66.45%, which is greater than FPURX's maximum drawdown of -31.26%. Use the drawdown chart below to compare losses from any high point for OCCI and FPURX.
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Volatility
OCCI vs. FPURX - Volatility Comparison
OFS Credit Company, Inc. (OCCI) has a higher volatility of 8.23% compared to Fidelity Puritan Fund (FPURX) at 2.76%. This indicates that OCCI'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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