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BROKX vs FSGEX
BROKX vs FSGEX Comparison
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BROKX vs FSGEX Comparison Chart in %
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BROKX vs. FSGEX commentary
Sep 13, 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 BROKX is a Buy and FSGEX is a Hold.
FUNDAMENTALS
Fundamentals
FSGEX has more cash in the bank: 77B vs. BROKX (9.15B). BROKX pays higher dividends than FSGEX: BROKX (2.84) vs FSGEX (2.58). BROKX was incepted earlier than FSGEX: BROKX (9 years) vs FSGEX (17 years). BROKX (0.53) is less costly to investors than FSGEX (0.01). BROKX is a more actively managed with annual turnover of: 99.00 vs. FSGEX (8.00). FSGEX has a lower initial minimum investment than BROKX: FSGEX (0) vs BROKX (5000000). FSGEX annual gain was more profitable for investors over the last year : 22.49 vs. BROKX (13.10). FSGEX return over 5 years is better than : 55.03 vs. BROKX (50.39).
| BROKX | FSGEX | BROKX / FSGEX | |
| Total Expense Ratio | 0.45 | 0.01 | 4,500% |
| Annual Report Gross Expense Ratio | 0.53 | 0.01 | 5,300% |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 10.968 | 15.683 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.15B | 77B | 12% |
| Annual Yield % from dividends | 2.84 | 2.58 | 110% |
| Returns for 1 year | 13.10 | 22.49 | 58% |
| Returns for 3 years | 60.04 | 73.52 | 82% |
| Returns for 5 years | 50.39 | 55.03 | 92% |
| Returns for 10 years | N/A | 137.13 | - |
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