PRPFX vs. FPURX
Compare and contrast key facts about Permanent Portfolio Permanent Portfolio (PRPFX) and Fidelity Puritan Fund (FPURX).
PRPFX is managed by Permanent Portfolio. It was launched on Nov 30, 1982. 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: PRPFX or FPURX.
Correlation
The correlation between PRPFX and FPURX is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PRPFX vs. FPURX - Performance Comparison
Key characteristics
PRPFX:
1.96
FPURX:
1.85
PRPFX:
2.64
FPURX:
2.57
PRPFX:
1.35
FPURX:
1.34
PRPFX:
2.53
FPURX:
0.96
PRPFX:
10.83
FPURX:
10.84
PRPFX:
1.72%
FPURX:
1.77%
PRPFX:
9.51%
FPURX:
10.36%
PRPFX:
-27.16%
FPURX:
-33.59%
PRPFX:
-5.73%
FPURX:
-3.39%
Returns By Period
The year-to-date returns for both investments are quite close, with PRPFX having a 18.52% return and FPURX slightly higher at 18.75%. Over the past 10 years, PRPFX has outperformed FPURX with an annualized return of 7.59%, while FPURX has yielded a comparatively lower 4.54% annualized return.
PRPFX
18.52%
-5.73%
7.58%
18.66%
10.61%
7.59%
FPURX
18.75%
-0.86%
5.21%
19.21%
5.08%
4.54%
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PRPFX vs. FPURX - Expense Ratio Comparison
PRPFX has a 0.81% expense ratio, which is higher than FPURX's 0.50% expense ratio.
Risk-Adjusted Performance
PRPFX vs. FPURX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Permanent Portfolio Permanent Portfolio (PRPFX) 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
PRPFX vs. FPURX - Dividend Comparison
PRPFX has not paid dividends to shareholders, while FPURX's dividend yield for the trailing twelve months is around 1.27%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRPFX Permanent Portfolio Permanent Portfolio | 0.00% | 0.65% | 0.31% | 0.36% | 0.93% | 0.97% | 0.88% | 0.82% | 0.82% | 1.19% | 0.68% | 0.58% |
FPURX Fidelity Puritan Fund | 1.27% | 1.71% | 1.62% | 1.01% | 1.09% | 1.52% | 1.83% | 1.33% | 1.75% | 7.94% | 9.74% | 10.25% |
Drawdowns
PRPFX vs. FPURX - Drawdown Comparison
The maximum PRPFX drawdown since its inception was -27.16%, smaller than the maximum FPURX drawdown of -33.59%. Use the drawdown chart below to compare losses from any high point for PRPFX and FPURX. For additional features, visit the drawdowns tool.
Volatility
PRPFX vs. FPURX - Volatility Comparison
Permanent Portfolio Permanent Portfolio (PRPFX) has a higher volatility of 3.85% compared to Fidelity Puritan Fund (FPURX) at 3.37%. This indicates that PRPFX'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.