FSDPX
Price
$103.49
Change
+$1.97 (+1.94%)
Updated
Jun 12 closing price
Net Assets
823.57M
KBIWX
Price
$11.22
Change
+$0.04 (+0.36%)
Updated
Jun 12 closing price
Net Assets
49.42M
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FSDPX vs KBIWX

Header iconFSDPX vs KBIWX Comparison
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FSDPX vs KBIWX Comparison Chart in %
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FSDPX vs. KBIWX commentary
Jun 16, 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 FSDPX is a Hold and KBIWX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FSDPX has more cash in the bank: 824M vs. KBIWX (49.4M). FSDPX pays higher dividends than KBIWX: FSDPX (1.30) vs KBIWX (1.10). FSDPX was incepted earlier than KBIWX: FSDPX (40 years) vs KBIWX (8 years). KBIWX (1.39) is less costly to investors than FSDPX (0.69). FSDPX is a more actively managed with annual turnover of: 56.00 vs. KBIWX (52.00). FSDPX has a lower initial minimum investment than KBIWX: FSDPX (0) vs KBIWX (100000). FSDPX annual gain was more profitable for investors over the last year : 17.71 vs. KBIWX (-3.04). FSDPX return over 5 years is better than : 6.93 vs. KBIWX (-15.86).
FSDPXKBIWXFSDPX / KBIWX
Total Expense Ratio0.691.0069%
Annual Report Gross Expense Ratio0.691.3950%
Fund Existence40 years8 years-
Gain YTD12.9662.372547%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets824M49.4M1,668%
Annual Yield % from dividends1.301.10119%
Returns for 1 year17.71-3.04-582%
Returns for 3 years13.000.0256,293%
Returns for 5 years6.93-15.86-44%
Returns for 10 years54.73N/A-
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