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FDKPX vs FDKVX
FDKPX vs FDKVX Comparison Chart
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FDKPX vs. FDKVX 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 FDKPX is a Hold and FDKVX is a Hold.
FUNDAMENTALS
Fundamentals
FDKVX has more cash in the bank: 6.52B vs. FDKPX (715M). FDKPX pays higher dividends than FDKVX: FDKPX (1.05) vs FDKVX (0.97). 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 : 8.53 vs. FDKPX (7.83). FDKVX return over 5 years is better than : 44.98 vs. FDKPX (41.77).
| 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 | 4.383 | 5.292 | 83% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 715M | 6.52B | 11% |
| Annual Yield % from dividends | 1.05 | 0.97 | 109% |
| Returns for 1 year | 7.83 | 8.53 | 92% |
| Returns for 3 years | 41.87 | 43.98 | 95% |
| Returns for 5 years | 41.77 | 44.98 | 93% |
| Returns for 10 years | 46.14 | 54.73 | 84% |
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