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FDKPX vs FDKVX
FDKPX vs FDKVX Comparison Chart
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FDKPX vs. FDKVX commentary
May 24, 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 FDKPX is a Hold and FDKVX is a Hold.
FUNDAMENTALS
Fundamentals
FDKVX has more cash in the bank: 6.12B vs. FDKPX (679M). FDKPX pays higher dividends than FDKVX: FDKPX (1.11) vs FDKVX (1.01). FDKPX was incepted earlier than FDKVX: FDKPX (11 years) vs FDKVX (11 years). FDKPX (1.01) is less costly to investors than FDKVX (0.75). FDKPX is a more actively managed with annual turnover of: 14.00 vs. FDKVX (13.00). FDKPX (0) and FDKVX (0) have matching initial minimum investment requirements. FDKVX annual gain was more profitable for investors over the last year : 7.61 vs. FDKPX (6.60). FDKVX return over 5 years is better than : 49.06 vs. FDKPX (45.75).
| FDKPX | FDKVX | FDKPX / FDKVX | |
| Total Expense Ratio | 1.01 | 0.75 | 135% |
| Annual Report Gross Expense Ratio | 1.01 | 0.75 | 135% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 2.191 | 3.162 | 69% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 679M | 6.12B | 11% |
| Annual Yield % from dividends | 1.11 | 1.01 | 109% |
| Returns for 1 year | 6.60 | 7.61 | 87% |
| Returns for 3 years | 31.86 | 34.19 | 93% |
| Returns for 5 years | 45.75 | 49.06 | 93% |
| Returns for 10 years | 42.25 | 50.89 | 83% |
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