VALIX vs. FPURX
Compare and contrast key facts about Value Line Capital Appreciation Fund, Inc. (VALIX) and Fidelity Puritan Fund (FPURX).
VALIX is managed by T. Rowe Price. It was launched on Sep 29, 1952. 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: VALIX or FPURX.
Correlation
The correlation between VALIX and FPURX is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VALIX vs. FPURX - Performance Comparison
Key characteristics
VALIX:
1.54
FPURX:
0.46
VALIX:
2.14
FPURX:
0.64
VALIX:
1.27
FPURX:
1.10
VALIX:
0.85
FPURX:
0.38
VALIX:
7.57
FPURX:
1.57
VALIX:
2.84%
FPURX:
3.73%
VALIX:
13.99%
FPURX:
12.77%
VALIX:
-46.82%
FPURX:
-33.59%
VALIX:
-8.71%
FPURX:
-10.49%
Returns By Period
In the year-to-date period, VALIX achieves a 2.93% return, which is significantly higher than FPURX's 1.45% return. Both investments have delivered pretty close results over the past 10 years, with VALIX having a 3.37% annualized return and FPURX not far ahead at 3.50%.
VALIX
2.93%
-0.84%
10.82%
20.06%
4.28%
3.37%
FPURX
1.45%
-2.17%
-4.10%
4.00%
2.65%
3.50%
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VALIX vs. FPURX - Expense Ratio Comparison
VALIX has a 1.07% expense ratio, which is higher than FPURX's 0.50% expense ratio.
Risk-Adjusted Performance
VALIX vs. FPURX — Risk-Adjusted Performance Rank
VALIX
FPURX
VALIX vs. FPURX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Value Line Capital Appreciation Fund, Inc. (VALIX) 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
VALIX vs. FPURX - Dividend Comparison
VALIX's dividend yield for the trailing twelve months is around 0.77%, less than FPURX's 1.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VALIX Value Line Capital Appreciation Fund, Inc. | 0.77% | 0.79% | 0.75% | 0.61% | 0.02% | 0.00% | 0.00% | 0.07% | 0.52% | 0.29% | 0.69% | 15.74% |
FPURX Fidelity Puritan Fund | 1.73% | 1.75% | 1.71% | 1.62% | 1.01% | 1.09% | 1.52% | 1.83% | 1.33% | 1.75% | 7.94% | 9.74% |
Drawdowns
VALIX vs. FPURX - Drawdown Comparison
The maximum VALIX drawdown since its inception was -46.82%, which is greater than FPURX's maximum drawdown of -33.59%. Use the drawdown chart below to compare losses from any high point for VALIX and FPURX. For additional features, visit the drawdowns tool.
Volatility
VALIX vs. FPURX - Volatility Comparison
Value Line Capital Appreciation Fund, Inc. (VALIX) and Fidelity Puritan Fund (FPURX) have volatilities of 3.28% and 3.39%, 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.