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FDKVX vs SWYNX
FDKVX vs SWYNX Comparison Chart
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FDKVX vs. SWYNX commentary
Apr 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FDKVX has more cash in the bank: 6.02B vs. SWYNX (800M). SWYNX pays higher dividends than FDKVX: SWYNX (1.99) vs FDKVX (1.02). FDKVX was incepted earlier than SWYNX: FDKVX (11 years) vs SWYNX (9 years). FDKVX (0.75) is less costly to investors than SWYNX (0.13). FDKVX is a more actively managed with annual turnover of: 13.00 vs. SWYNX (7.00). FDKVX (0) and SWYNX (0) have matching initial minimum investment requirements. SWYNX annual gain was more profitable for investors over the last year : 10.40 vs. FDKVX (8.16). SWYNX return over 5 years is better than : 78.23 vs. FDKVX (47.69).
| FDKVX | SWYNX | FDKVX / SWYNX | |
| Total Expense Ratio | 0.75 | 0.08 | 938% |
| Annual Report Gross Expense Ratio | 0.75 | 0.13 | 577% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | -0.069 | -1.259 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.02B | 800M | 753% |
| Annual Yield % from dividends | 1.02 | 1.99 | 51% |
| Returns for 1 year | 8.16 | 10.40 | 78% |
| Returns for 3 years | 18.06 | 26.44 | 68% |
| Returns for 5 years | 47.69 | 78.23 | 61% |
| Returns for 10 years | 44.72 | N/A | - |
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