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FDKVX vs SWYNX
FDKVX vs SWYNX Comparison Chart in %
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FDKVX vs. SWYNX commentary
Aug 14, 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: 7.04B vs. SWYNX (961M). SWYNX pays higher dividends than FDKVX: SWYNX (1.79) vs FDKVX (0.91). 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 : 17.88 vs. FDKVX (15.49). SWYNX return over 5 years is better than : 69.38 vs. FDKVX (40.60).
| 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 | 12.440 | 12.592 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.04B | 961M | 732% |
| Annual Yield % from dividends | 0.91 | 1.79 | 51% |
| Returns for 1 year | 15.49 | 17.88 | 87% |
| Returns for 3 years | 40.37 | 42.16 | 96% |
| Returns for 5 years | 40.60 | 69.38 | 59% |
| Returns for 10 years | 67.45 | N/A | - |
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