BROKX
Price
$25.77
Change
+$0.02 (+0.08%)
Updated
Jun 22 closing price
Net Assets
8.83B
FSGEX
Price
$21.29
Change
+$0.03 (+0.14%)
Updated
Jun 22 closing price
Net Assets
74.28B
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BROKX vs FSGEX

BROKX vs FSGEX Comparison Chart in %
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BROKX vs. FSGEX commentary
Jun 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 BROKX is a Hold and FSGEX is a Hold.

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FUNDAMENTALS
Fundamentals
FSGEX has more cash in the bank: 74.3B vs. BROKX (8.83B). FSGEX pays higher dividends than BROKX: FSGEX (2.64) vs BROKX (2.46). BROKX was incepted earlier than FSGEX: BROKX (8 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 : 34.74 vs. BROKX (21.80). FSGEX return over 5 years is better than : 56.38 vs. BROKX (51.81).
BROKXFSGEXBROKX / FSGEX
Total Expense Ratio0.450.014,500%
Annual Report Gross Expense Ratio0.530.015,300%
Fund Existence8 years17 years-
Gain YTD12.20016.17575%
Front LoadN/AN/A-
Min. Initial Investment50000000-
Min. Initial Investment IRAN/AN/A-
Net Assets8.83B74.3B12%
Annual Yield % from dividends2.462.6493%
Returns for 1 year21.8034.7463%
Returns for 3 years62.2674.2684%
Returns for 5 years51.8156.3892%
Returns for 10 yearsN/A157.31-
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