Interact to see
Advertisement
Advertisement
FDKVX vs SWYNX
FDKVX vs SWYNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FDKVX vs. SWYNX commentary
Jul 17, 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 SWYNX is a Buy.
FUNDAMENTALS
Fundamentals
FDKVX has more cash in the bank: 6.92B vs. SWYNX (927M). SWYNX pays higher dividends than FDKVX: SWYNX (1.81) vs FDKVX (0.92). FDKVX was incepted earlier than SWYNX: FDKVX (11 years) vs SWYNX (9 years). FDKVX (0.68) is less costly to investors than SWYNX (0.13). FDKVX is a more actively managed with annual turnover of: 18.00 vs. SWYNX (13.00). FDKVX (0) and SWYNX (0) have matching initial minimum investment requirements. SWYNX annual gain was more profitable for investors over the last year : 12.29 vs. FDKVX (9.33). SWYNX return over 5 years is better than : 72.46 vs. FDKVX (42.92).
| FDKVX | SWYNX | FDKVX / SWYNX | |
| Total Expense Ratio | 0.68 | 0.08 | 850% |
| Annual Report Gross Expense Ratio | 0.68 | 0.13 | 523% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 9.416 | 9.969 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.92B | 927M | 746% |
| Annual Yield % from dividends | 0.92 | 1.81 | 51% |
| Returns for 1 year | 9.33 | 12.29 | 76% |
| Returns for 3 years | 49.76 | 52.81 | 94% |
| Returns for 5 years | 42.92 | 72.46 | 59% |
| Returns for 10 years | 59.14 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement