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FLPKX vs TRVRX
FLPKX vs TRVRX Comparison
Open Charts FLPKX vs TRVRX
Fidelity Low-Priced Stock K
Price$38.14
Change+$2.56 (+7.20%)
VolumeN/A
Net Assets23.19B
Nuveen Mid Cap Value Retire
Price$14.81
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.5B
FLPKX vs TRVRX Comparison Chart
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FLPKX vs. TRVRX commentary
Apr 11, 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 Buy.
FUNDAMENTALS
Fundamentals
FLPKX has more cash in the bank: 23.2B vs. TRVRX (1.5B). FLPKX pays higher dividends than TRVRX: FLPKX (1.93) vs TRVRX (1.46). 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: 78.00 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 : -14.20 vs. FLPKX (-23.18). TRVRX return over 5 years is better than : 20.97 vs. FLPKX (0.32).
| 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 | -12.537 | -15.323 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 1.5B | 1,546% |
| Annual Yield % from dividends | 1.93 | 1.46 | 132% |
| Returns for 1 year | -23.18 | -14.20 | 163% |
| Returns for 3 years | -29.00 | -16.85 | 172% |
| Returns for 5 years | 0.32 | 20.97 | 2% |
| Returns for 10 years | -25.61 | -36.03 | 71% |
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