VGWLX vs. FPURX
Compare and contrast key facts about Vanguard Global Wellington Fund Investor Shares (VGWLX) and Fidelity Puritan Fund (FPURX).
VGWLX is managed by Vanguard. It was launched on Nov 2, 2017. 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: VGWLX or FPURX.
Key characteristics
| VGWLX | FPURX | |
|---|---|---|
| YTD Return | 9.15% | 15.13% |
| 1Y Return | 15.36% | 23.43% |
| 3Y Return (Ann) | 5.62% | 6.29% |
| 5Y Return (Ann) | 7.79% | 11.71% |
| Sharpe Ratio | 2.11 | 2.19 |
| Daily Std Dev | 7.26% | 10.54% |
| Max Drawdown | -25.28% | -30.70% |
| Current Drawdown | -0.47% | -0.49% |
Correlation
The correlation between VGWLX 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
VGWLX vs. FPURX - Performance Comparison
In the year-to-date period, VGWLX achieves a 9.15% return, which is significantly lower than FPURX's 15.13% 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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VGWLX vs. FPURX - Expense Ratio Comparison
VGWLX has a 0.42% expense ratio, which is lower than FPURX's 0.50% expense ratio.
Risk-Adjusted Performance
VGWLX vs. FPURX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Global Wellington Fund Investor Shares (VGWLX) 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
VGWLX vs. FPURX - Dividend Comparison
VGWLX's dividend yield for the trailing twelve months is around 2.21%, less than FPURX's 4.75% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGWLX Vanguard Global Wellington Fund Investor Shares | 2.21% | 2.54% | 4.36% | 3.23% | 1.54% | 1.99% | 2.52% | 0.22% | 0.00% | 0.00% | 0.00% | 0.00% |
FPURX Fidelity Puritan Fund | 4.75% | 5.34% | 9.38% | 13.10% | 5.10% | 4.29% | 15.26% | 4.18% | 3.71% | 7.94% | 9.74% | 10.25% |
Drawdowns
VGWLX vs. FPURX - Drawdown Comparison
The maximum VGWLX drawdown since its inception was -25.28%, smaller than the maximum FPURX drawdown of -30.70%. Use the drawdown chart below to compare losses from any high point for VGWLX and FPURX. For additional features, visit the drawdowns tool.
Volatility
VGWLX vs. FPURX - Volatility Comparison
The current volatility for Vanguard Global Wellington Fund Investor Shares (VGWLX) is 1.89%, while Fidelity Puritan Fund (FPURX) has a volatility of 3.00%. This indicates that VGWLX 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.