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FLPKX vs TRVRX
FLPKX vs TRVRX Comparison
Open Charts FLPKX vs TRVRX
Fidelity Low-Priced Stock K
Price$45.98
Change+$0.13 (+0.28%)
VolumeN/A
Net Assets24.02B
Nuveen Mid Cap Value Retire
Price$18.76
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets1.62B
FLPKX vs TRVRX Comparison Chart in %
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FLPKX vs. TRVRX commentary
Sep 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 FLPKX is a Buy and TRVRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FLPKX has more cash in the bank: 24B vs. TRVRX (1.62B). FLPKX pays higher dividends than TRVRX: FLPKX (1.72) vs TRVRX (1.33). 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 : 4.79 vs. FLPKX (-2.30). TRVRX return over 5 years is better than : 37.80 vs. FLPKX (7.55).
| 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 | 13.029 | 7.261 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24B | 1.62B | 1,486% |
| Annual Yield % from dividends | 1.72 | 1.33 | 129% |
| Returns for 1 year | -2.30 | 4.79 | -48% |
| Returns for 3 years | 1.81 | 14.14 | 13% |
| Returns for 5 years | 7.55 | 37.80 | 20% |
| Returns for 10 years | -0.09 | -11.43 | 1% |
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