Interact to see
Advertisement
Advertisement
FDKLX vs RFUTX
FDKLX vs RFUTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FDKLX vs. RFUTX commentary
Jun 15, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FDKLX is a Hold and RFUTX is a Hold.
FUNDAMENTALS
Fundamentals
RFUTX has more cash in the bank: 16.4B vs. FDKLX (9.41B). FDKLX pays higher dividends than RFUTX: FDKLX (1.86) vs RFUTX (1.11). FDKLX was incepted earlier than RFUTX: FDKLX (11 years) vs RFUTX (10 years). RFUTX (0.39) is less costly to investors than FDKLX (0.12). FDKLX is a more actively managed with annual turnover of: 13.00 vs. RFUTX (5.00). FDKLX has a lower initial minimum investment than RFUTX: FDKLX (0) vs RFUTX (250). FDKLX annual gain was more profitable for investors over the last year : 11.85 vs. RFUTX (10.17). FDKLX return over 5 years is better than : 68.54 vs. RFUTX (51.47).
| FDKLX | RFUTX | FDKLX / RFUTX | |
| Total Expense Ratio | 0.12 | 0.39 | 31% |
| Annual Report Gross Expense Ratio | 0.12 | 0.39 | 31% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 6.684 | 6.804 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.41B | 16.4B | 57% |
| Annual Yield % from dividends | 1.86 | 1.11 | 168% |
| Returns for 1 year | 11.85 | 10.17 | 116% |
| Returns for 3 years | 49.94 | 41.94 | 119% |
| Returns for 5 years | 68.54 | 51.47 | 133% |
| Returns for 10 years | 101.79 | 94.30 | 108% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FVLTX | 20.32 | -0.13 | -0.64% |
| Fidelity Advisor Value Leaders M | |||
| FIQVX | 34.89 | -0.27 | -0.77% |
| Fidelity Advisor Convertible Secs Z | |||
| MTRIX | 19.23 | -0.17 | -0.88% |
| MFS Total Return I | |||
| SMFYX | 39.55 | -0.44 | -1.10% |
| American Beacon Stephens Mid-Cap Gr Y | |||
| NEMRX | 21.90 | -0.31 | -1.40% |
| Neuberger Berman Emerg Mkts Eq R3 | |||