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FDKSX vs FDKVX
FDKSX vs FDKVX Comparison Chart
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FDKSX 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 FDKSX is a Hold and FDKVX is a Hold.
FUNDAMENTALS
Fundamentals
FDKVX has more cash in the bank: 6.12B vs. FDKSX (679M). FDKVX pays higher dividends than FDKSX: FDKVX (1.01) vs FDKSX (0.59). FDKSX was incepted earlier than FDKVX: FDKSX (11 years) vs FDKVX (11 years). FDKSX (1.76) is less costly to investors than FDKVX (0.75). FDKSX is a more actively managed with annual turnover of: 14.00 vs. FDKVX (13.00). FDKSX (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. FDKSX (5.69). FDKVX return over 5 years is better than : 49.06 vs. FDKSX (40.67).
| FDKSX | FDKVX | FDKSX / FDKVX | |
| Total Expense Ratio | 1.76 | 0.75 | 235% |
| Annual Report Gross Expense Ratio | 1.76 | 0.75 | 235% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 1.783 | 3.162 | 56% |
| Front Load | N/A | 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 | 0.59 | 1.01 | 58% |
| Returns for 1 year | 5.69 | 7.61 | 75% |
| Returns for 3 years | 28.75 | 34.19 | 84% |
| Returns for 5 years | 40.67 | 49.06 | 83% |
| Returns for 10 years | 37.02 | 50.89 | 73% |
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