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FDKVX vs SWPRX
FDKVX vs SWPRX Comparison Chart in %
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FDKVX vs. SWPRX commentary
Aug 26, 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: 7.04B vs. SWPRX (112M). SWPRX pays higher dividends than FDKVX: SWPRX (1.57) vs FDKVX (0.91). FDKVX was incepted earlier than SWPRX: FDKVX (11 years) vs SWPRX (9 years). FDKVX (0.68) and SWPRX (0.68) have similar cost to investors . FDKVX is a more actively managed with annual turnover of: 18.00 vs. SWPRX (2.00). FDKVX (0) and SWPRX (0) have matching initial minimum investment requirements. SWPRX (14.02) and FDKVX (13.78) have marching annual gain over last year. SWPRX return over 5 years is better than : 51.05 vs. FDKVX (41.72).
| FDKVX | SWPRX | FDKVX / SWPRX | |
| Total Expense Ratio | 0.68 | 0.58 | 117% |
| Annual Report Gross Expense Ratio | 0.68 | 0.68 | 100% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 13.333 | 13.991 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.04B | 112M | 6,281% |
| Annual Yield % from dividends | 0.91 | 1.57 | 58% |
| Returns for 1 year | 13.78 | 14.02 | 98% |
| Returns for 3 years | 46.91 | 38.99 | 120% |
| Returns for 5 years | 41.72 | 51.05 | 82% |
| Returns for 10 years | 85.66 | N/A | - |
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