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FDKVX vs SWPRX
FDKVX vs SWPRX Comparison Chart in %
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FDKVX vs. SWPRX commentary
Jun 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: 6.52B vs. SWPRX (101M). SWPRX pays higher dividends than FDKVX: SWPRX (1.64) vs FDKVX (0.97). 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 annual gain was more profitable for investors over the last year : 9.09 vs. FDKVX (8.24). SWPRX return over 5 years is better than : 54.25 vs. FDKVX (43.46).
| 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 | 5.017 | 5.738 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.52B | 101M | 6,454% |
| Annual Yield % from dividends | 0.97 | 1.64 | 59% |
| Returns for 1 year | 8.24 | 9.09 | 91% |
| Returns for 3 years | 40.32 | 32.95 | 122% |
| Returns for 5 years | 43.46 | 54.25 | 80% |
| Returns for 10 years | 53.46 | N/A | - |
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