PEG vs. FPURX
Compare and contrast key facts about Public Service Enterprise Group Incorporated (PEG) 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: PEG or FPURX.
Key characteristics
| PEG | FPURX | |
|---|---|---|
| YTD Return | 23.03% | 9.77% |
| 1Y Return | 25.97% | 22.37% |
| 3Y Return (Ann) | 10.05% | 6.37% |
| 5Y Return (Ann) | 7.97% | 11.45% |
| 10Y Return (Ann) | 11.14% | 9.88% |
| Sharpe Ratio | 1.44 | 2.37 |
| Daily Std Dev | 17.88% | 9.73% |
| Max Drawdown | -54.32% | -30.70% |
| Current Drawdown | 0.00% | -0.39% |
Correlation
The correlation between PEG and FPURX is 0.39, 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.
Performance
PEG vs. FPURX - Performance Comparison
In the year-to-date period, PEG achieves a 23.03% return, which is significantly higher than FPURX's 9.77% return. Over the past 10 years, PEG has outperformed FPURX with an annualized return of 11.14%, while FPURX has yielded a comparatively lower 9.88% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
PEG vs. FPURX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Public Service Enterprise Group Incorporated (PEG) 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
PEG vs. FPURX - Dividend Comparison
PEG's dividend yield for the trailing twelve months is around 3.10%, less than FPURX's 4.90% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEG Public Service Enterprise Group Incorporated | 3.10% | 3.73% | 3.53% | 3.06% | 3.36% | 3.18% | 3.46% | 3.34% | 3.74% | 4.03% | 3.57% | 4.49% |
FPURX Fidelity Puritan Fund | 4.90% | 5.34% | 9.38% | 13.10% | 5.10% | 4.29% | 15.26% | 4.18% | 3.71% | 7.94% | 9.74% | 10.25% |
Drawdowns
PEG vs. FPURX - Drawdown Comparison
The maximum PEG drawdown since its inception was -54.32%, which is greater than FPURX's maximum drawdown of -30.70%. Use the drawdown chart below to compare losses from any high point for PEG and FPURX. For additional features, visit the drawdowns tool.
Volatility
PEG vs. FPURX - Volatility Comparison
The current volatility for Public Service Enterprise Group Incorporated (PEG) is 2.91%, while Fidelity Puritan Fund (FPURX) has a volatility of 3.19%. This indicates that PEG 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.