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FLPKX vs TRVRX
FLPKX vs TRVRX Comparison
Open Charts FLPKX vs TRVRX
Fidelity Low-Priced Stock K
Price$44.62
Change+$0.21 (+0.47%)
VolumeN/A
Net Assets23.15B
Nuveen Mid Cap Value Retire
Price$18.23
Change+$0.10 (+0.55%)
VolumeN/A
Net Assets1.67B
FLPKX vs TRVRX Comparison Chart in %
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FLPKX vs. TRVRX commentary
Jul 06, 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 FLPKX is a Buy and TRVRX is a Buy.
FUNDAMENTALS
Fundamentals
FLPKX has more cash in the bank: 23.1B vs. TRVRX (1.67B). FLPKX pays higher dividends than TRVRX: FLPKX (1.80) vs TRVRX (1.39). FLPKX was incepted earlier than TRVRX: FLPKX (17 years) vs TRVRX (23 years). FLPKX (0.82) is less costly to investors than TRVRX (0.71). TRVRX is a more actively managed with annual turnover of: 48.00 vs. FLPKX (23.00). FLPKX (0) and TRVRX (0) have matching initial minimum investment requirements. TRVRX annual gain was more profitable for investors over the last year : 5.50 vs. FLPKX (-2.86). TRVRX return over 5 years is better than : 41.68 vs. FLPKX (13.03).
| FLPKX | TRVRX | FLPKX / TRVRX | |
| Total Expense Ratio | 0.82 | 0.71 | 115% |
| Annual Report Gross Expense Ratio | 0.82 | 0.71 | 115% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 9.685 | 4.231 | 229% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 1.67B | 1,380% |
| Annual Yield % from dividends | 1.80 | 1.39 | 129% |
| Returns for 1 year | -2.86 | 5.50 | -52% |
| Returns for 3 years | 0.49 | 15.34 | 3% |
| Returns for 5 years | 13.03 | 41.68 | 31% |
| Returns for 10 years | -6.81 | -18.96 | 36% |
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