Interact to see
Advertisement
Advertisement
BGVIX vs FMDRX
BGVIX vs FMDRX Comparison
Open Charts BGVIX vs FMDRX
BGVIX vs FMDRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BGVIX vs. FMDRX commentary
Sep 15, 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 BGVIX is a Buy and FMDRX is a Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.31B vs. BGVIX (84.6M). FMDRX pays higher dividends than BGVIX: FMDRX (1.71) vs BGVIX (1.38). BGVIX was incepted earlier than FMDRX: BGVIX (18 years) vs FMDRX (13 years). BGVIX (1.07) is less costly to investors than FMDRX (0.89). FMDRX is a more actively managed with annual turnover of: 42.28 vs. BGVIX (31.32). BGVIX has a lower initial minimum investment than FMDRX: BGVIX (100000) vs FMDRX (1000000). BGVIX annual gain was more profitable for investors over the last year : 6.76 vs. FMDRX (3.53). BGVIX return over 5 years is better than : 51.26 vs. FMDRX (11.19).
| BGVIX | FMDRX | BGVIX / FMDRX | |
| Total Expense Ratio | 0.90 | 0.89 | 101% |
| Annual Report Gross Expense Ratio | 1.07 | 0.89 | 120% |
| Fund Existence | 18 years | 13 years | - |
| Gain YTD | 9.298 | 7.174 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 84.6M | 9.31B | 1% |
| Annual Yield % from dividends | 1.38 | 1.71 | 81% |
| Returns for 1 year | 6.76 | 3.53 | 191% |
| Returns for 3 years | 46.33 | 18.25 | 254% |
| Returns for 5 years | 51.26 | 11.19 | 458% |
| Returns for 10 years | 114.90 | 26.64 | 431% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement