VFIJX vs. FPURX
Compare and contrast key facts about Vanguard GNMA Fund Admiral Shares (VFIJX) and Fidelity Puritan Fund (FPURX).
VFIJX is managed by Vanguard. It was launched on Feb 12, 2001. FPURX is managed by Fidelity. It was launched on Apr 16, 1947.
Performance
VFIJX vs. FPURX - Performance Comparison
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VFIJX vs. FPURX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VFIJX Vanguard GNMA Fund Admiral Shares | 0.30% | 7.84% | 1.17% | 5.28% | -10.72% | -1.15% | 3.84% | 5.94% | 0.99% | 1.98% |
FPURX Fidelity Puritan Fund | -0.84% | 12.22% | 18.94% | 20.20% | -17.35% | 18.92% | 20.58% | 21.27% | -4.18% | 18.28% |
Returns By Period
In the year-to-date period, VFIJX achieves a 0.30% return, which is significantly higher than FPURX's -0.84% return. Over the past 10 years, VFIJX has underperformed FPURX with an annualized return of 1.42%, while FPURX has yielded a comparatively higher 10.57% annualized return.
VFIJX
- 1D
- 0.00%
- 1M
- -1.26%
- YTD
- 0.30%
- 6M
- 1.35%
- 1Y
- 4.96%
- 3Y*
- 3.91%
- 5Y*
- 0.45%
- 10Y*
- 1.42%
FPURX
- 1D
- 0.43%
- 1M
- -2.53%
- YTD
- -0.84%
- 6M
- 1.44%
- 1Y
- 14.69%
- 3Y*
- 14.65%
- 5Y*
- 8.13%
- 10Y*
- 10.57%
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VFIJX vs. FPURX - Expense Ratio Comparison
VFIJX has a 0.11% expense ratio, which is lower than FPURX's 0.50% expense ratio.
Return for Risk
VFIJX vs. FPURX — Risk / Return Rank
VFIJX
FPURX
VFIJX vs. FPURX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard GNMA Fund Admiral Shares (VFIJX) 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.
| VFIJX | FPURX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 1.21 | -0.12 |
Sortino ratioReturn per unit of downside risk | 1.58 | 1.74 | -0.16 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.26 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.97 | 1.86 | +0.11 |
Martin ratioReturn relative to average drawdown | 5.30 | 7.80 | -2.50 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VFIJX | FPURX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 1.21 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.62 | -0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | 0.81 | -0.51 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | 0.71 | +0.10 |
Correlation
The correlation between VFIJX and FPURX is -0.02. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
VFIJX vs. FPURX - Dividend Comparison
VFIJX's dividend yield for the trailing twelve months is around 3.44%, less than FPURX's 6.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFIJX Vanguard GNMA Fund Admiral Shares | 3.44% | 3.72% | 3.67% | 3.34% | 2.45% | 0.73% | 1.98% | 2.86% | 3.00% | 2.73% | 3.11% | 2.94% |
FPURX Fidelity Puritan Fund | 6.89% | 6.83% | 11.30% | 5.34% | 9.38% | 13.10% | 5.10% | 4.29% | 15.26% | 3.78% | 3.71% | 7.49% |
Drawdowns
VFIJX vs. FPURX - Drawdown Comparison
The maximum VFIJX drawdown since its inception was -16.06%, smaller than the maximum FPURX drawdown of -31.76%. Use the drawdown chart below to compare losses from any high point for VFIJX and FPURX.
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Drawdown Indicators
| VFIJX | FPURX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.06% | -31.76% | +15.70% |
Max Drawdown (1Y)Largest decline over 1 year | -2.57% | -7.24% | +4.67% |
Max Drawdown (5Y)Largest decline over 5 years | -15.75% | -22.53% | +6.78% |
Max Drawdown (10Y)Largest decline over 10 years | -16.06% | -23.93% | +7.87% |
Current DrawdownCurrent decline from peak | -1.87% | -4.65% | +2.78% |
Average DrawdownAverage peak-to-trough decline | -1.74% | -4.66% | +2.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.96% | 2.02% | -1.06% |
Volatility
VFIJX vs. FPURX - Volatility Comparison
The current volatility for Vanguard GNMA Fund Admiral Shares (VFIJX) is 1.54%, while Fidelity Puritan Fund (FPURX) has a volatility of 4.63%. This indicates that VFIJX 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.
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Volatility by Period
| VFIJX | FPURX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.54% | 4.63% | -3.09% |
Volatility (6M)Calculated over the trailing 6-month period | 2.55% | 7.90% | -5.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.37% | 12.65% | -8.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.16% | 13.27% | -7.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.67% | 13.05% | -8.38% |