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FUIPX vs FVTKX
FUIPX vs FVTKX Comparison Chart
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FUIPX vs. FVTKX commentary
Feb 24, 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 FUIPX is a Hold and FVTKX is a Hold.
FUNDAMENTALS
Fundamentals
FUIPX has more cash in the bank: 8.65B vs. FVTKX (6.12B). FUIPX pays higher dividends than FVTKX: FUIPX (1.83) vs FVTKX (1.40). FUIPX was incepted earlier than FVTKX: FUIPX (5 years) vs FVTKX (8 years). FVTKX is a more actively managed with annual turnover of: 20.00 vs. FUIPX (12.00). FVTKX has a lower initial minimum investment than FUIPX: FVTKX (0) vs FUIPX (2000000000). FUIPX annual gain was more profitable for investors over the last year : 14.60 vs. FVTKX (13.37).
| FUIPX | FVTKX | FUIPX / FVTKX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 3.920 | 4.282 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.65B | 6.12B | 141% |
| Annual Yield % from dividends | 1.83 | 1.40 | 131% |
| Returns for 1 year | 14.60 | 13.37 | 109% |
| Returns for 3 years | 25.87 | 15.44 | 168% |
| Returns for 5 years | N/A | 30.46 | - |
| Returns for 10 years | N/A | N/A | - |
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