Interact to see
Advertisement
Advertisement
FDKVX vs LPDAX
FDKVX vs LPDAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FDKVX vs. LPDAX commentary
Jun 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FDKVX has more cash in the bank: 6.52B vs. LPDAX (120M). LPDAX pays higher dividends than FDKVX: LPDAX (2.95) vs FDKVX (0.97). FDKVX was incepted earlier than LPDAX: FDKVX (11 years) vs LPDAX (8 years). LPDAX (1.10) is less costly to investors than FDKVX (0.75). FDKVX is a more actively managed with annual turnover of: 13.00 vs. LPDAX (12.00). FDKVX has a lower initial minimum investment than LPDAX: FDKVX (0) vs LPDAX (1000). LPDAX (9.18) and FDKVX (9.09) have marching annual gain over last year. LPDAX return over 5 years is better than : 61.36 vs. FDKVX (40.02).
| FDKVX | LPDAX | FDKVX / LPDAX | |
| Total Expense Ratio | 0.75 | 0.84 | 89% |
| Annual Report Gross Expense Ratio | 0.75 | 1.10 | 68% |
| Fund Existence | 11 years | 8 years | - |
| Gain YTD | 5.842 | 6.653 | 88% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.52B | 120M | 5,433% |
| Annual Yield % from dividends | 0.97 | 2.95 | 33% |
| Returns for 1 year | 9.09 | 9.18 | 99% |
| Returns for 3 years | 31.59 | 35.62 | 89% |
| Returns for 5 years | 40.02 | 61.36 | 65% |
| Returns for 10 years | 56.73 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers