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FDKVX vs LPDAX
FDKVX vs LPDAX Comparison Chart in %
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FDKVX vs. LPDAX commentary
Jul 09, 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 FDKVX is a Hold and LPDAX is a Buy.
FUNDAMENTALS
Fundamentals
FDKVX has more cash in the bank: 6.92B vs. LPDAX (127M). LPDAX pays higher dividends than FDKVX: LPDAX (2.42) vs FDKVX (0.92). FDKVX was incepted earlier than LPDAX: FDKVX (11 years) vs LPDAX (8 years). LPDAX (1.10) is less costly to investors than FDKVX (0.68). FDKVX is a more actively managed with annual turnover of: 18.00 vs. LPDAX (12.00). FDKVX has a lower initial minimum investment than LPDAX: FDKVX (0) vs LPDAX (1000). FDKVX annual gain was more profitable for investors over the last year : 10.35 vs. LPDAX (9.33). LPDAX return over 5 years is better than : 66.96 vs. FDKVX (44.02).
| FDKVX | LPDAX | FDKVX / LPDAX | |
| Total Expense Ratio | 0.68 | 0.84 | 81% |
| Annual Report Gross Expense Ratio | 0.68 | 1.10 | 62% |
| Fund Existence | 11 years | 8 years | - |
| Gain YTD | 8.866 | 9.356 | 95% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.92B | 127M | 5,446% |
| Annual Yield % from dividends | 0.92 | 2.42 | 38% |
| Returns for 1 year | 10.35 | 9.33 | 111% |
| Returns for 3 years | 47.02 | 50.22 | 94% |
| Returns for 5 years | 44.02 | 66.96 | 66% |
| Returns for 10 years | 61.67 | N/A | - |
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