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FDKVX vs SWPRX
FDKVX vs SWPRX Comparison Chart
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FDKVX vs. SWPRX commentary
Feb 25, 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 SWPRX is a Hold.
FUNDAMENTALS
Fundamentals
FDKVX has more cash in the bank: 6.12B vs. SWPRX (94.3M). SWPRX pays higher dividends than FDKVX: SWPRX (1.68) vs FDKVX (1.14). FDKVX was incepted earlier than SWPRX: FDKVX (11 years) vs SWPRX (9 years). FDKVX is a more actively managed with annual turnover of: 20.00 vs. SWPRX (4.00). FDKVX (0) and SWPRX (0) have matching initial minimum investment requirements. FDKVX annual gain was more profitable for investors over the last year : 13.02 vs. SWPRX (12.18). SWPRX return over 5 years is better than : 37.30 vs. FDKVX (28.94).
| FDKVX | SWPRX | FDKVX / SWPRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 4.192 | 3.611 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.12B | 94.3M | 6,493% |
| Annual Yield % from dividends | 1.14 | 1.68 | 68% |
| Returns for 1 year | 13.02 | 12.18 | 107% |
| Returns for 3 years | 14.46 | 15.74 | 92% |
| Returns for 5 years | 28.94 | 37.30 | 78% |
| Returns for 10 years | 53.90 | N/A | - |
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