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FGDCX vs INIVX
FGDCX vs INIVX Comparison
Open Charts FGDCX vs INIVX
FGDCX vs INIVX Comparison Chart in %
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FGDCX vs. INIVX commentary
Jun 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 FGDCX is a Hold and INIVX is a Hold.
FUNDAMENTALS
Fundamentals
FGDCX has more cash in the bank: 4.23B vs. INIVX (1.55B). INIVX pays higher dividends than FGDCX: INIVX (5.50) vs FGDCX (4.68). FGDCX was incepted earlier than INIVX: FGDCX (19 years) vs INIVX (70 years). FGDCX (1.69) is less costly to investors than INIVX (1.31). FGDCX is a more actively managed with annual turnover of: 60.00 vs. INIVX (30.00). FGDCX has a lower initial minimum investment than INIVX: FGDCX (0) vs INIVX (1000). INIVX annual gain was more profitable for investors over the last year : 75.64 vs. FGDCX (57.95). INIVX return over 5 years is better than : 163.09 vs. FGDCX (101.94).
| FGDCX | INIVX | FGDCX / INIVX | |
| Total Expense Ratio | 1.69 | 1.31 | 129% |
| Annual Report Gross Expense Ratio | 1.69 | 1.31 | 129% |
| Fund Existence | 19 years | 70 years | - |
| Gain YTD | 3.687 | 6.332 | 58% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.23B | 1.55B | 273% |
| Annual Yield % from dividends | 4.68 | 5.50 | 85% |
| Returns for 1 year | 57.95 | 75.64 | 77% |
| Returns for 3 years | 166.43 | 223.01 | 75% |
| Returns for 5 years | 101.94 | 163.09 | 63% |
| Returns for 10 years | 179.26 | 315.22 | 57% |
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