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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
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 FGDCX is a Hold and INIVX is a Hold.
FUNDAMENTALS
Fundamentals
FGDCX has more cash in the bank: 4.44B vs. INIVX (1.72B). INIVX pays higher dividends than FGDCX: INIVX (5.02) vs FGDCX (4.21). FGDCX was incepted earlier than INIVX: FGDCX (20 years) vs INIVX (71 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 : 53.05 vs. FGDCX (40.53). INIVX return over 5 years is better than : 255.17 vs. FGDCX (167.90).
| FGDCX | INIVX | FGDCX / INIVX | |
| Total Expense Ratio | 1.69 | 1.31 | 129% |
| Annual Report Gross Expense Ratio | 1.69 | 1.31 | 129% |
| Fund Existence | 20 years | 71 years | - |
| Gain YTD | 16.308 | 18.726 | 87% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.44B | 1.72B | 259% |
| Annual Yield % from dividends | 4.21 | 5.02 | 84% |
| Returns for 1 year | 40.53 | 53.05 | 76% |
| Returns for 3 years | 232.09 | 298.65 | 78% |
| Returns for 5 years | 167.90 | 255.17 | 66% |
| Returns for 10 years | 191.83 | 321.40 | 60% |
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