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FLPKX vs TRVRX
FLPKX vs TRVRX Comparison
Open Charts FLPKX vs TRVRX
Fidelity Low-Priced Stock K
Price$42.28
Change+$0.33 (+0.79%)
VolumeN/A
Net Assets23.96B
Nuveen Mid Cap Value Retire
Price$18.24
Change+$0.11 (+0.61%)
VolumeN/A
Net Assets1.9B
FLPKX vs TRVRX Comparison Chart
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FLPKX vs. TRVRX commentary
Jan 31, 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: 24B vs. TRVRX (1.9B). FLPKX pays higher dividends than TRVRX: FLPKX (1.70) vs TRVRX (1.28). FLPKX was incepted earlier than TRVRX: FLPKX (17 years) vs TRVRX (22 years). TRVRX is a more actively managed with annual turnover of: 78.00 vs. FLPKX (39.00). FLPKX (0) and TRVRX (0) have matching initial minimum investment requirements. TRVRX annual gain was more profitable for investors over the last year : 14.39 vs. FLPKX (-1.88). TRVRX return over 5 years is better than : 11.22 vs. FLPKX (-4.36).
| FLPKX | TRVRX | FLPKX / TRVRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 22 years | - |
| Gain YTD | 3.122 | 3.659 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24B | 1.9B | 1,266% |
| Annual Yield % from dividends | 1.70 | 1.28 | 132% |
| Returns for 1 year | -1.88 | 14.39 | -13% |
| Returns for 3 years | -15.53 | 2.23 | -696% |
| Returns for 5 years | -4.36 | 11.22 | -39% |
| Returns for 10 years | -6.95 | -17.74 | 39% |
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