PNRAX vs. FAGCX

In the year-to-date period, PNRAX achieves a -0.44% return, which is significantly lower than FAGCX's -0.14% return. Over the past 10 years, PNRAX has underperformed FAGCX with an annualized return of 12.68%, while FAGCX has yielded a comparatively higher 17.72% annualized return.

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PNRAX has a 1.03% expense ratio, which is higher than FAGCX's 0.79% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Putnam Research Fund (PNRAX) and Fidelity Advisor Growth Opportunities Fund Class I (FAGCX). 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 PNRAX Sharpe Ratio is 0.57, which is comparable to the FAGCX Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of PNRAX and FAGCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PNRAX's dividend yield for the trailing twelve months is around 7.60%, while FAGCX has not paid dividends to shareholders.

The maximum PNRAX drawdown since its inception was -57.28%, smaller than the maximum FAGCX drawdown of -65.09%. Use the drawdown chart below to compare losses from any high point for PNRAX and FAGCX.

The current volatility for Putnam Research Fund (PNRAX) is 4.90%, while Fidelity Advisor Growth Opportunities Fund Class I (FAGCX) has a volatility of 5.78%. This indicates that PNRAX experiences smaller price fluctuations and is considered to be less risky than FAGCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.