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FGADX vs INIVX
FGADX vs INIVX Comparison
Open Charts FGADX vs INIVX
FGADX vs INIVX Comparison Chart in %
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FGADX vs. INIVX commentary
Sep 12, 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 FGADX is a Hold and INIVX is a Hold.
FUNDAMENTALS
Fundamentals
FGADX has more cash in the bank: 3.49B vs. INIVX (1.72B). FGADX pays higher dividends than INIVX: FGADX (8.48) vs INIVX (5.02). FGADX was incepted earlier than INIVX: FGADX (30 years) vs INIVX (71 years). INIVX (1.31) is less costly to investors than FGADX (0.62). INIVX is a more actively managed with annual turnover of: 30.00 vs. FGADX (22.76). FGADX has a lower initial minimum investment than INIVX: FGADX (0) vs INIVX (1000). FGADX (53.45) and INIVX (53.05) have marching annual gain over last year. INIVX return over 5 years is better than : 255.17 vs. FGADX (240.03).
| FGADX | INIVX | FGADX / INIVX | |
| Total Expense Ratio | 0.62 | 1.31 | 47% |
| Annual Report Gross Expense Ratio | 0.62 | 1.31 | 47% |
| Fund Existence | 30 years | 71 years | - |
| Gain YTD | 13.342 | 18.726 | 71% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.49B | 1.72B | 203% |
| Annual Yield % from dividends | 8.48 | 5.02 | 169% |
| Returns for 1 year | 53.45 | 53.05 | 101% |
| Returns for 3 years | 334.88 | 298.65 | 112% |
| Returns for 5 years | 240.03 | 255.17 | 94% |
| Returns for 10 years | 327.06 | 321.40 | 102% |
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