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FGDIX vs INIVX
FGDIX vs INIVX Comparison
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FGDIX vs INIVX Comparison Chart in %
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FGDIX 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 FGDIX is a Hold and INIVX is a Hold.
FUNDAMENTALS
Fundamentals
FGDIX has more cash in the bank: 4.44B vs. INIVX (1.72B). INIVX pays higher dividends than FGDIX: INIVX (5.02) vs FGDIX (4.22). FGDIX was incepted earlier than INIVX: FGDIX (20 years) vs INIVX (71 years). INIVX (1.31) is less costly to investors than FGDIX (0.69). FGDIX is a more actively managed with annual turnover of: 60.00 vs. INIVX (30.00). FGDIX has a lower initial minimum investment than INIVX: FGDIX (0) vs INIVX (1000). INIVX annual gain was more profitable for investors over the last year : 53.05 vs. FGDIX (41.91). INIVX return over 5 years is better than : 255.17 vs. FGDIX (181.64).
| FGDIX | INIVX | FGDIX / INIVX | |
| Total Expense Ratio | 0.69 | 1.31 | 53% |
| Annual Report Gross Expense Ratio | 0.69 | 1.31 | 53% |
| Fund Existence | 20 years | 71 years | - |
| Gain YTD | 17.116 | 18.726 | 91% |
| 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 | 4.22 | 5.02 | 84% |
| Returns for 1 year | 41.91 | 53.05 | 79% |
| Returns for 3 years | 242.29 | 298.65 | 81% |
| Returns for 5 years | 181.64 | 255.17 | 71% |
| Returns for 10 years | 218.88 | 321.40 | 68% |
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