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FDKVX vs SWPRX
FDKVX vs SWPRX Comparison Chart
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FDKVX vs. SWPRX commentary
Apr 29, 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: 6.02B vs. SWPRX (92.7M). SWPRX pays higher dividends than FDKVX: SWPRX (1.74) vs FDKVX (1.02). FDKVX was incepted earlier than SWPRX: FDKVX (11 years) vs SWPRX (9 years). FDKVX (0.75) and SWPRX (0.73) have similar cost to investors . FDKVX is a more actively managed with annual turnover of: 13.00 vs. SWPRX (2.00). FDKVX (0) and SWPRX (0) have matching initial minimum investment requirements. FDKVX (7.13) and SWPRX (6.79) have marching annual gain over last year. SWPRX return over 5 years is better than : 52.58 vs. FDKVX (41.36).
| FDKVX | SWPRX | FDKVX / SWPRX | |
| Total Expense Ratio | 0.75 | 0.58 | 129% |
| Annual Report Gross Expense Ratio | 0.75 | 0.73 | 103% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | -0.069 | -1.096 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.02B | 92.7M | 6,496% |
| Annual Yield % from dividends | 1.02 | 1.74 | 59% |
| Returns for 1 year | 7.13 | 6.79 | 105% |
| Returns for 3 years | 17.97 | 17.57 | 102% |
| Returns for 5 years | 41.36 | 52.58 | 79% |
| Returns for 10 years | 45.67 | N/A | - |
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