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FDKVX vs SWPRX
FDKVX vs SWPRX Comparison Chart in %
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FDKVX vs. SWPRX commentary
Nov 15, 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 FDKVX is a Hold and SWPRX is a Hold.
FUNDAMENTALS
Fundamentals
FDKVX has more cash in the bank: 7.73B vs. SWPRX (120M). SWPRX pays higher dividends than FDKVX: SWPRX (1.45) vs FDKVX (0.85). FDKVX was incepted earlier than SWPRX: FDKVX (11 years) vs SWPRX (9 years). FDKVX (0.68) and SWPRX (0.68) have similar cost to investors . FDKVX is a more actively managed with annual turnover of: 18.00 vs. SWPRX (2.00). FDKVX (0) and SWPRX (0) have matching initial minimum investment requirements. FDKVX (15.28) and SWPRX (14.54) have marching annual gain over last year. SWPRX return over 5 years is better than : 47.01 vs. FDKVX (36.85).
| FDKVX | SWPRX | FDKVX / SWPRX | |
| Total Expense Ratio | 0.68 | 0.58 | 117% |
| Annual Report Gross Expense Ratio | 0.68 | 0.68 | 100% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 17.732 | 17.924 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.73B | 120M | 6,441% |
| Annual Yield % from dividends | 0.85 | 1.45 | 59% |
| Returns for 1 year | 15.28 | 14.54 | 105% |
| Returns for 3 years | 53.93 | 46.89 | 115% |
| Returns for 5 years | 36.85 | 47.01 | 78% |
| Returns for 10 years | 81.41 | N/A | - |
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