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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
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 BROKX is a Buy and FSGEX is a Hold.
FUNDAMENTALS
Fundamentals
FSGEX has more cash in the bank: 74.8B vs. BROKX (8.91B). BROKX pays higher dividends than FSGEX: BROKX (2.88) vs FSGEX (2.66). 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: 113.00 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 : 28.80 vs. BROKX (20.74). FSGEX (55.46) and BROKX (53.74) have equivalent 5 years return.
| 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 | 10.747 | 13.716 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.91B | 74.8B | 12% |
| Annual Yield % from dividends | 2.88 | 2.66 | 108% |
| Returns for 1 year | 20.74 | 28.80 | 72% |
| Returns for 3 years | 54.73 | 63.22 | 87% |
| Returns for 5 years | 53.74 | 55.46 | 97% |
| Returns for 10 years | N/A | 135.05 | - |
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