BROAX
Price
$24.65
Change
-$0.16 (-0.64%)
Updated
Jul 31 closing price
Net Assets
8.91B
FSGEX
Price
$20.81
Change
+$0.01 (+0.05%)
Updated
Jul 31 closing price
Net Assets
74.78B
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BROAX vs FSGEX

BROAX vs FSGEX Comparison Chart in %
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BROAX vs. FSGEX commentary
Aug 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 Hold.

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FUNDAMENTALS
Fundamentals
FSGEX has more cash in the bank: 74.8B vs. BROAX (8.91B). BROAX (2.66) and FSGEX (2.66) have matching dividends . BROAX was incepted earlier than FSGEX: BROAX (21 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 : 28.80 vs. BROAX (20.31). FSGEX return over 5 years is better than : 55.46 vs. BROAX (51.22).
BROAXFSGEXBROAX / FSGEX
Total Expense Ratio0.750.017,500%
Annual Report Gross Expense Ratio0.880.018,800%
Fund Existence21 years17 years-
Gain YTD10.54713.71677%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets8.91B74.8B12%
Annual Yield % from dividends2.662.66100%
Returns for 1 year20.3128.8071%
Returns for 3 years53.1563.2284%
Returns for 5 years51.2255.4692%
Returns for 10 years121.11135.0590%
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