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FLPKX vs TRVRX
FLPKX vs TRVRX Comparison
Open Charts FLPKX vs TRVRX
Fidelity Low-Priced Stock K
Price$43.50
Change+$0.19 (+0.44%)
VolumeN/A
Net Assets22.48B
Nuveen Mid Cap Value Retire
Price$17.80
Change+$0.09 (+0.51%)
VolumeN/A
Net Assets1.63B
FLPKX vs TRVRX Comparison Chart in %
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FLPKX vs. TRVRX commentary
Jul 01, 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: 22.5B vs. TRVRX (1.63B). FLPKX pays higher dividends than TRVRX: FLPKX (1.86) vs TRVRX (1.44). 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 : 2.78 vs. FLPKX (-4.71). TRVRX return over 5 years is better than : 42.57 vs. FLPKX (13.03).
| 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 | 6.932 | 1.258 | 551% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 1.63B | 1,380% |
| Annual Yield % from dividends | 1.86 | 1.44 | 130% |
| Returns for 1 year | -4.71 | 2.78 | -169% |
| Returns for 3 years | -3.34 | 11.77 | -28% |
| Returns for 5 years | 13.03 | 42.57 | 31% |
| Returns for 10 years | -9.46 | -21.33 | 44% |
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