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FDKLX vs RFUTX
FDKLX vs RFUTX Comparison Chart
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FDKLX vs. RFUTX commentary
May 26, 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: 15.9B vs. FDKLX (8.82B). FDKLX pays higher dividends than RFUTX: FDKLX (1.93) vs RFUTX (1.17). 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 : 10.88 vs. RFUTX (8.44). FDKLX return over 5 years is better than : 72.14 vs. RFUTX (51.90).
| 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 | 4.198 | 3.514 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.82B | 15.9B | 55% |
| Annual Yield % from dividends | 1.93 | 1.17 | 165% |
| Returns for 1 year | 10.88 | 8.44 | 129% |
| Returns for 3 years | 38.91 | 30.49 | 128% |
| Returns for 5 years | 72.14 | 51.90 | 139% |
| Returns for 10 years | 95.78 | 87.40 | 110% |
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