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BGVIX vs FMDRX
BGVIX vs FMDRX Comparison
Open Charts BGVIX vs FMDRX
BGVIX vs FMDRX Comparison Chart in %
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BGVIX vs. FMDRX commentary
Aug 26, 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 Hold and FMDRX is a Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.64B vs. BGVIX (86.6M). FMDRX pays higher dividends than BGVIX: FMDRX (1.74) vs BGVIX (1.42). BGVIX was incepted earlier than FMDRX: BGVIX (18 years) vs FMDRX (13 years). BGVIX (1.19) 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 : 11.12 vs. FMDRX (7.15). BGVIX return over 5 years is better than : 52.86 vs. FMDRX (14.29).
| BGVIX | FMDRX | BGVIX / FMDRX | |
| Total Expense Ratio | 1.00 | 0.89 | 112% |
| Annual Report Gross Expense Ratio | 1.19 | 0.89 | 134% |
| Fund Existence | 18 years | 13 years | - |
| Gain YTD | 11.463 | 10.200 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 86.6M | 9.64B | 1% |
| Annual Yield % from dividends | 1.42 | 1.74 | 82% |
| Returns for 1 year | 11.12 | 7.15 | 156% |
| Returns for 3 years | 51.82 | 24.38 | 213% |
| Returns for 5 years | 52.86 | 14.29 | 370% |
| Returns for 10 years | 117.29 | 27.14 | 432% |
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