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FDKVX vs LIZPX
FDKVX vs LIZPX Comparison Chart in %
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FDKVX vs. LIZPX commentary
Feb 06, 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 FDKVX is a Hold and LIZPX is a Buy.
FUNDAMENTALS
Fundamentals
FDKVX has more cash in the bank: 8.36B vs. LIZPX (5.09B). LIZPX pays higher dividends than FDKVX: LIZPX (1.62) vs FDKVX (1.29). FDKVX was incepted earlier than LIZPX: FDKVX (12 years) vs LIZPX (8 years). FDKVX (0.68) is less costly to investors than LIZPX (0.44). FDKVX is a more actively managed with annual turnover of: 18.00 vs. LIZPX (12.00). FDKVX has a lower initial minimum investment than LIZPX: FDKVX (0) vs LIZPX (1000). FDKVX (21.32) and LIZPX (20.73) have marching annual gain over last year. LIZPX return over 5 years is better than : 62.41 vs. FDKVX (32.20).
| FDKVX | LIZPX | FDKVX / LIZPX | |
| Total Expense Ratio | 0.68 | 0.39 | 174% |
| Annual Report Gross Expense Ratio | 0.68 | 0.44 | 155% |
| Fund Existence | 12 years | 8 years | - |
| Gain YTD | 4.335 | 2.972 | 146% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.36B | 5.09B | 164% |
| Annual Yield % from dividends | 1.29 | 1.62 | 80% |
| Returns for 1 year | 21.32 | 20.73 | 103% |
| Returns for 3 years | 56.31 | 61.66 | 91% |
| Returns for 5 years | 32.20 | 62.41 | 52% |
| Returns for 10 years | 118.51 | N/A | - |
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