DFWIX
Price
$18.54
Change
-$0.28 (-1.49%)
Updated
Jul 13 closing price
Net Assets
5.39B
FSGEX
Price
$20.53
Change
-$0.36 (-1.72%)
Updated
Jul 13 closing price
Net Assets
74.86B
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DFWIX vs FSGEX

DFWIX vs FSGEX Comparison Chart in %
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DFWIX vs. FSGEX commentary
Jul 14, 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 DFWIX is a StrongBuy and FSGEX is a Hold.

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FUNDAMENTALS
Fundamentals
FSGEX has more cash in the bank: 74.9B vs. DFWIX (5.39B). DFWIX pays higher dividends than FSGEX: DFWIX (2.91) vs FSGEX (2.63). DFWIX was incepted earlier than FSGEX: DFWIX (13 years) vs FSGEX (17 years). DFWIX (0.30) is less costly to investors than FSGEX (0.01). DFWIX (8.00) and FSGEX (8.00) have comparable annual turnover. DFWIX (0) and FSGEX (0) have matching initial minimum investment requirements. FSGEX annual gain was more profitable for investors over the last year : 28.06 vs. DFWIX (24.31). FSGEX (53.66) and DFWIX (51.82) have equivalent 5 years return.
DFWIXFSGEXDFWIX / FSGEX
Total Expense Ratio0.300.013,000%
Annual Report Gross Expense Ratio0.300.013,000%
Fund Existence13 years17 years-
Gain YTD11.25014.15379%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets5.39B74.9B7%
Annual Yield % from dividends2.912.63111%
Returns for 1 year24.3128.0687%
Returns for 3 years61.3164.2095%
Returns for 5 years51.8253.6697%
Returns for 10 years133.60137.4997%
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