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BROAX vs FSGEX
BROAX vs FSGEX Comparison
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BROAX vs FSGEX Comparison Chart in %
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BROAX vs. FSGEX commentary
Aug 24, 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.
FUNDAMENTALS
Fundamentals
FSGEX has more cash in the bank: 74.8B vs. BROAX (9.3B). 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 : 26.73 vs. BROAX (17.79). FSGEX return over 5 years is better than : 61.31 vs. BROAX (55.25).
| BROAX | FSGEX | BROAX / FSGEX | |
| Total Expense Ratio | 0.75 | 0.01 | 7,500% |
| Annual Report Gross Expense Ratio | 0.88 | 0.01 | 8,800% |
| Fund Existence | 21 years | 17 years | - |
| Gain YTD | 13.372 | 16.393 | 82% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.3B | 74.8B | 12% |
| Annual Yield % from dividends | 2.66 | 2.66 | 100% |
| Returns for 1 year | 17.79 | 26.73 | 67% |
| Returns for 3 years | 64.45 | 76.97 | 84% |
| Returns for 5 years | 55.25 | 61.31 | 90% |
| Returns for 10 years | 121.21 | 133.22 | 91% |
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