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FSAGX vs INIVX
FSAGX vs INIVX Comparison
Open Charts FSAGX vs INIVX
FSAGX vs INIVX Comparison Chart in %
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FSAGX 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 FSAGX is a Hold and INIVX is a Hold.
FUNDAMENTALS
Fundamentals
FSAGX has more cash in the bank: 4.23B vs. INIVX (1.55B). INIVX pays higher dividends than FSAGX: INIVX (5.50) vs FSAGX (4.78). FSAGX was incepted earlier than INIVX: FSAGX (40 years) vs INIVX (70 years). INIVX (1.31) is less costly to investors than FSAGX (0.64). FSAGX is a more actively managed with annual turnover of: 60.00 vs. INIVX (30.00). FSAGX has a lower initial minimum investment than INIVX: FSAGX (0) vs INIVX (1000). INIVX annual gain was more profitable for investors over the last year : 75.64 vs. FSAGX (59.65). INIVX return over 5 years is better than : 163.09 vs. FSAGX (112.60).
| FSAGX | INIVX | FSAGX / INIVX | |
| Total Expense Ratio | 0.64 | 1.31 | 49% |
| Annual Report Gross Expense Ratio | 0.64 | 1.31 | 49% |
| Fund Existence | 40 years | 70 years | - |
| Gain YTD | 4.168 | 6.332 | 66% |
| 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 | 4.78 | 5.50 | 87% |
| Returns for 1 year | 59.65 | 75.64 | 79% |
| Returns for 3 years | 174.99 | 223.01 | 78% |
| Returns for 5 years | 112.60 | 163.09 | 69% |
| Returns for 10 years | 205.37 | 315.22 | 65% |
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