TRAIX vs. FPKFX

In the year-to-date period, TRAIX achieves a 2.98% return, which is significantly higher than FPKFX's -1.86% return.

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TRAIX has a 0.59% expense ratio, which is higher than FPKFX's 0.32% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Capital Appreciation Fund - I Class (TRAIX) and Fidelity Puritan K6 Fund (FPKFX). 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 TRAIX Sharpe Ratio is 0.17, which is lower than the FPKFX Sharpe Ratio of 0.53. The chart below compares the historical Sharpe Ratios of TRAIX and FPKFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TRAIX's dividend yield for the trailing twelve months is around 2.39%, more than FPKFX's 1.81% yield.

The maximum TRAIX drawdown since its inception was -26.84%, which is greater than FPKFX's maximum drawdown of -24.46%. Use the drawdown chart below to compare losses from any high point for TRAIX and FPKFX. For additional features, visit the drawdowns tool.

T. Rowe Price Capital Appreciation Fund - I Class (TRAIX) and Fidelity Puritan K6 Fund (FPKFX) have volatilities of 3.98% and 3.82%, 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.