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FLPKX vs TRVRX
FLPKX vs TRVRX Comparison
Open Charts FLPKX vs TRVRX
Fidelity Low-Priced Stock K
Price$45.12
Change-$0.18 (-0.40%)
VolumeN/A
Net Assets23.07B
Nuveen Mid Cap Value Retire
Price$18.20
Change-$0.14 (-0.76%)
VolumeN/A
Net Assets1.65B
FLPKX vs TRVRX Comparison Chart in %
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FLPKX vs. TRVRX commentary
Aug 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 FLPKX is a Buy and TRVRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FLPKX has more cash in the bank: 23.1B vs. TRVRX (1.65B). FLPKX pays higher dividends than TRVRX: FLPKX (1.79) vs TRVRX (1.38). FLPKX was incepted earlier than TRVRX: FLPKX (17 years) vs TRVRX (23 years). FLPKX (0.82) is less costly to investors than TRVRX (0.71). TRVRX is a more actively managed with annual turnover of: 48.00 vs. FLPKX (23.00). FLPKX (0) and TRVRX (0) have matching initial minimum investment requirements. TRVRX annual gain was more profitable for investors over the last year : 2.79 vs. FLPKX (-3.64). TRVRX return over 5 years is better than : 33.50 vs. FLPKX (4.73).
| FLPKX | TRVRX | FLPKX / TRVRX | |
| Total Expense Ratio | 0.82 | 0.71 | 115% |
| Annual Report Gross Expense Ratio | 0.82 | 0.71 | 115% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 10.914 | 4.860 | 225% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 1.65B | 1,403% |
| Annual Yield % from dividends | 1.79 | 1.38 | 130% |
| Returns for 1 year | -3.64 | 2.79 | -131% |
| Returns for 3 years | -6.65 | 2.69 | -248% |
| Returns for 5 years | 4.73 | 33.50 | 14% |
| Returns for 10 years | -6.61 | -18.74 | 35% |
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