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FIKTX vs LDLVX
FIKTX vs LDLVX Comparison
Open Charts FIKTX vs LDLVX
FIKTX vs LDLVX Comparison Chart in %
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FIKTX vs. LDLVX commentary
Sep 15, 2026
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 FIKTX is a Hold and LDLVX is a Hold.
FUNDAMENTALS
Fundamentals
LDLVX has more cash in the bank: 42.5B vs. FIKTX (2.83B). LDLVX pays higher dividends than FIKTX: LDLVX (5.15) vs FIKTX (4.18). FIKTX was incepted earlier than LDLVX: FIKTX (8 years) vs LDLVX (11 years). LDLVX (0.32) is less costly to investors than FIKTX (0.25). LDLVX is a more actively managed with annual turnover of: 161.00 vs. FIKTX (59.00). FIKTX (0) and LDLVX (0) have matching initial minimum investment requirements. LDLVX annual gain was more profitable for investors over the last year : 2.54 vs. FIKTX (2.03). LDLVX return over 5 years is better than : 14.15 vs. FIKTX (12.09).
| FIKTX | LDLVX | FIKTX / LDLVX | |
| Total Expense Ratio | 0.25 | 0.32 | 78% |
| Annual Report Gross Expense Ratio | 0.25 | 0.32 | 78% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 0.654 | 1.046 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.83B | 42.5B | 7% |
| Annual Yield % from dividends | 4.18 | 5.15 | 81% |
| Returns for 1 year | 2.03 | 2.54 | 80% |
| Returns for 3 years | 14.65 | 16.61 | 88% |
| Returns for 5 years | 12.09 | 14.15 | 85% |
| Returns for 10 years | N/A | 32.32 | - |
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