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FUIPX vs FVTKX
FUIPX vs FVTKX Comparison
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FUIPX vs FVTKX Comparison Chart in %
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FUIPX vs. FVTKX commentary
Jul 01, 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 FUIPX is a Hold and FVTKX is a Hold.
FUNDAMENTALS
Fundamentals
FUIPX has more cash in the bank: 14.6B vs. FVTKX (9.55B). FUIPX pays higher dividends than FVTKX: FUIPX (1.73) vs FVTKX (1.36). FUIPX was incepted earlier than FVTKX: FUIPX (6 years) vs FVTKX (9 years). FVTKX (0.45) is less costly to investors than FUIPX (0.05). FUIPX is a more actively managed with annual turnover of: 13.00 vs. FVTKX (12.00). FVTKX has a lower initial minimum investment than FUIPX: FVTKX (0) vs FUIPX (2000000000). FUIPX (22.53) and FVTKX (21.69) have marching annual gain over last year. FUIPX return over 5 years is better than : 57.22 vs. FVTKX (35.71).
| FUIPX | FVTKX | FUIPX / FVTKX | |
| Total Expense Ratio | 0.05 | 0.45 | 11% |
| Annual Report Gross Expense Ratio | 0.05 | 0.45 | 11% |
| Fund Existence | 6 years | 9 years | - |
| Gain YTD | 11.058 | 9.919 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 9.55B | 153% |
| Annual Yield % from dividends | 1.73 | 1.36 | 127% |
| Returns for 1 year | 22.53 | 21.69 | 104% |
| Returns for 3 years | 64.15 | 61.17 | 105% |
| Returns for 5 years | 57.22 | 35.71 | 160% |
| Returns for 10 years | N/A | N/A | - |
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