VBAIX vs. FPURX
Compare and contrast key facts about Vanguard Balanced Index Fund Institutional Shares (VBAIX) and Fidelity Puritan Fund (FPURX).
VBAIX is managed by Vanguard. It was launched on Dec 1, 2000. 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: VBAIX or FPURX.
Key characteristics
| VBAIX | FPURX | |
|---|---|---|
| YTD Return | 16.10% | 20.58% |
| 1Y Return | 23.22% | 28.33% |
| 3Y Return (Ann) | 2.79% | 1.62% |
| 5Y Return (Ann) | 7.90% | 6.10% |
| 10Y Return (Ann) | 7.78% | 4.93% |
| Sharpe Ratio | 2.78 | 2.94 |
| Sortino Ratio | 3.78 | 4.11 |
| Omega Ratio | 1.54 | 1.55 |
| Calmar Ratio | 1.97 | 1.26 |
| Martin Ratio | 17.17 | 17.77 |
| Ulcer Index | 1.42% | 1.67% |
| Daily Std Dev | 8.75% | 10.07% |
| Max Drawdown | -35.82% | -33.59% |
| Current Drawdown | 0.00% | -1.91% |
Correlation
The correlation between VBAIX and FPURX is 0.95, 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
VBAIX vs. FPURX - Performance Comparison
In the year-to-date period, VBAIX achieves a 16.10% return, which is significantly lower than FPURX's 20.58% return. Over the past 10 years, VBAIX has outperformed FPURX with an annualized return of 7.78%, while FPURX has yielded a comparatively lower 4.93% 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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VBAIX vs. FPURX - Expense Ratio Comparison
VBAIX has a 0.06% expense ratio, which is lower than FPURX's 0.50% expense ratio.
Risk-Adjusted Performance
VBAIX vs. FPURX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Balanced Index Fund Institutional Shares (VBAIX) 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
VBAIX vs. FPURX - Dividend Comparison
VBAIX's dividend yield for the trailing twelve months is around 2.02%, less than FPURX's 9.42% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBAIX Vanguard Balanced Index Fund Institutional Shares | 2.02% | 2.05% | 1.94% | 1.39% | 1.66% | 2.13% | 2.32% | 1.96% | 2.10% | 2.10% | 1.93% | 1.85% |
FPURX Fidelity Puritan Fund | 9.42% | 1.71% | 1.62% | 1.01% | 1.09% | 1.52% | 1.83% | 1.33% | 1.75% | 7.94% | 9.74% | 10.25% |
Drawdowns
VBAIX vs. FPURX - Drawdown Comparison
The maximum VBAIX drawdown since its inception was -35.82%, which is greater than FPURX's maximum drawdown of -33.59%. Use the drawdown chart below to compare losses from any high point for VBAIX and FPURX. For additional features, visit the drawdowns tool.
Volatility
VBAIX vs. FPURX - Volatility Comparison
The current volatility for Vanguard Balanced Index Fund Institutional Shares (VBAIX) is 2.45%, while Fidelity Puritan Fund (FPURX) has a volatility of 2.83%. This indicates that VBAIX 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.