Ad is loading...
FDKLX vs RFUTX
FDKLX vs RFUTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FDKLX vs. RFUTX commentary
Apr 30, 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: 15B vs. FDKLX (8.65B). FDKLX pays higher dividends than RFUTX: FDKLX (1.95) vs RFUTX (1.18). 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 : 9.45 vs. RFUTX (6.01). FDKLX return over 5 years is better than : 64.00 vs. RFUTX (46.30).
| 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 | -0.331 | -1.562 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.65B | 15B | 58% |
| Annual Yield % from dividends | 1.95 | 1.18 | 164% |
| Returns for 1 year | 9.45 | 6.01 | 157% |
| Returns for 3 years | 28.41 | 19.90 | 143% |
| Returns for 5 years | 64.00 | 46.30 | 138% |
| Returns for 10 years | 86.95 | 78.38 | 111% |
View a ticker or compare two or three
VS
VS
Ad is loading...