The chart comparison feature on Morningstar is an excellent tool for comparing funds.Fidelity Puritan Fund
https://www.morningstar.com/funds/xnas/fpurx/chart
Fidelity Puritan Fund has outperformed VWENX looking at the daily 1 year, 5 year, 10 year, 15 year, and 20 year periods.
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Period Puritan Fund Wellington Fund1 yr 17.97% 14.02%5 yr 65.68% 46.34%10 yr 150.96% 124.44%15 yr 325.44% 275.29%20 yr 403.33% 393.40%The active management appears to have done an excellent job over time. Puritan Fund does appear to be a good alternative to Wellington Fund but at a slightly higher risk level.
Statistics: Posted by Electron — Tue Jan 14, 2025 6:07 pm — Replies 63 — Views 8797