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FDKLX vs RFUTX
FDKLX vs RFUTX Comparison Chart in %
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FDKLX vs. RFUTX commentary
Jul 08, 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 FDKLX is a Hold and RFUTX is a Hold.
FUNDAMENTALS
Fundamentals
RFUTX has more cash in the bank: 17.2B vs. FDKLX (10B). FDKLX pays higher dividends than RFUTX: FDKLX (1.79) vs RFUTX (1.05). FDKLX was incepted earlier than RFUTX: FDKLX (11 years) vs RFUTX (10 years). RFUTX (0.39) is less costly to investors than FDKLX (0.12). FDKLX is a more actively managed with annual turnover of: 13.00 vs. RFUTX (5.00). FDKLX has a lower initial minimum investment than RFUTX: FDKLX (0) vs RFUTX (250). FDKLX annual gain was more profitable for investors over the last year : 14.68 vs. RFUTX (13.66). FDKLX return over 5 years is better than : 70.57 vs. RFUTX (52.68).
| FDKLX | RFUTX | FDKLX / RFUTX | |
| Total Expense Ratio | 0.12 | 0.39 | 31% |
| Annual Report Gross Expense Ratio | 0.12 | 0.39 | 31% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 10.938 | 11.433 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10B | 17.2B | 58% |
| Annual Yield % from dividends | 1.79 | 1.05 | 170% |
| Returns for 1 year | 14.68 | 13.66 | 108% |
| Returns for 3 years | 53.33 | 45.77 | 117% |
| Returns for 5 years | 70.57 | 52.68 | 134% |
| Returns for 10 years | 113.10 | 105.74 | 107% |
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