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FDKVX vs SWYNX
FDKVX vs SWYNX Comparison Chart in %
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FDKVX vs. SWYNX commentary
Sep 08, 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: 7.25B vs. SWYNX (985M). SWYNX pays higher dividends than FDKVX: SWYNX (1.74) vs FDKVX (0.89). FDKVX was incepted earlier than SWYNX: FDKVX (11 years) vs SWYNX (9 years). FDKVX (0.68) is less costly to investors than SWYNX (0.14). 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 : 17.03 vs. FDKVX (15.12). SWYNX return over 5 years is better than : 70.13 vs. FDKVX (40.81).
| FDKVX | SWYNX | FDKVX / SWYNX | |
| Total Expense Ratio | 0.68 | 0.08 | 850% |
| Annual Report Gross Expense Ratio | 0.68 | 0.14 | 486% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 13.333 | 14.008 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.25B | 985M | 736% |
| Annual Yield % from dividends | 0.89 | 1.74 | 51% |
| Returns for 1 year | 15.12 | 17.03 | 89% |
| Returns for 3 years | 54.29 | 57.33 | 95% |
| Returns for 5 years | 40.81 | 70.13 | 58% |
| Returns for 10 years | 78.70 | N/A | - |
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