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FDKVX vs RBENX
FDKVX vs RBENX Comparison Chart
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FDKVX vs. RBENX commentary
Jun 03, 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 RBENX is a Hold.
FUNDAMENTALS
Fundamentals
RBENX has more cash in the bank: 16.1B vs. FDKVX (6.52B). FDKVX pays higher dividends than RBENX: FDKVX (0.97) vs RBENX (0.43). FDKVX was incepted earlier than RBENX: FDKVX (11 years) vs RBENX (10 years). RBENX (1.18) is less costly to investors than FDKVX (0.75). FDKVX is a more actively managed with annual turnover of: 13.00 vs. RBENX (5.00). FDKVX has a lower initial minimum investment than RBENX: FDKVX (0) vs RBENX (250). RBENX annual gain was more profitable for investors over the last year : 10.30 vs. FDKVX (8.47). RBENX (42.13) and FDKVX (40.17) have equivalent 5 years return.
| FDKVX | RBENX | FDKVX / RBENX | |
| Total Expense Ratio | 0.75 | 1.18 | 64% |
| Annual Report Gross Expense Ratio | 0.75 | 1.18 | 64% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 4.055 | 5.242 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.52B | 16.1B | 40% |
| Annual Yield % from dividends | 0.97 | 0.43 | 223% |
| Returns for 1 year | 8.47 | 10.30 | 82% |
| Returns for 3 years | 30.76 | 26.34 | 117% |
| Returns for 5 years | 40.17 | 42.13 | 95% |
| Returns for 10 years | 53.06 | 83.94 | 63% |
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