BROAX
Price
$25.04
Change
+$0.08 (+0.32%)
Updated
Jun 2 closing price
Net Assets
8.66B
FSGEX
Price
$21.20
Change
+$0.16 (+0.76%)
Updated
Jun 2 closing price
Net Assets
74.28B
Interact to see
Advertisement

BROAX vs FSGEX

Header iconBROAX vs FSGEX Comparison
Open Charts BROAX vs FSGEXBanner chart's image
BROAX vs FSGEX Comparison Chart in %
View a ticker or compare two or three
VS
BROAX vs. FSGEX commentary
Jun 03, 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 BROAX is a Buy and FSGEX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FSGEX has more cash in the bank: 74.3B vs. BROAX (8.66B). FSGEX pays higher dividends than BROAX: FSGEX (2.64) vs BROAX (2.26). BROAX was incepted earlier than FSGEX: BROAX (20 years) vs FSGEX (17 years). BROAX (0.88) is less costly to investors than FSGEX (0.01). BROAX is a more actively managed with annual turnover of: 113.00 vs. FSGEX (8.00). FSGEX has a lower initial minimum investment than BROAX: FSGEX (0) vs BROAX (1000). FSGEX annual gain was more profitable for investors over the last year : 32.37 vs. BROAX (16.46). FSGEX return over 5 years is better than : 53.10 vs. BROAX (45.27).
BROAXFSGEXBROAX / FSGEX
Total Expense Ratio0.750.017,500%
Annual Report Gross Expense Ratio0.880.018,800%
Fund Existence20 years17 years-
Gain YTD10.29614.97369%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets8.66B74.3B12%
Annual Yield % from dividends2.262.6485%
Returns for 1 year16.4632.3751%
Returns for 3 years58.8772.1982%
Returns for 5 years45.2753.1085%
Returns for 10 years124.47141.4588%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
DSHFX13.950.01
+0.07%
Brinker Capital Destinations Shelter I
MINFX40.58N/A
N/A
MFS International Intrinsic Equity R2
IRCIX13.55N/A
N/A
Voya Russell Small Cap Index Port S2
FFECX15.62N/A
N/A
Nuveen Dividend Value C
LVOPX18.74N/A
N/A
Lord Abbett Value Opportunities P