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FSGEX vs HDVAX
FSGEX vs HDVAX Comparison
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FSGEX vs HDVAX Comparison Chart in %
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FSGEX vs. HDVAX commentary
Aug 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 FSGEX is a Hold and HDVAX is a Hold.
FUNDAMENTALS
Fundamentals
FSGEX has more cash in the bank: 74.8B vs. HDVAX (746M). FSGEX pays higher dividends than HDVAX: FSGEX (2.66) vs HDVAX (1.93). FSGEX was incepted earlier than HDVAX: FSGEX (17 years) vs HDVAX (18 years). HDVAX (0.98) is less costly to investors than FSGEX (0.01). HDVAX is a more actively managed with annual turnover of: 27.00 vs. FSGEX (8.00). FSGEX has a lower initial minimum investment than HDVAX: FSGEX (0) vs HDVAX (2000). FSGEX annual gain was more profitable for investors over the last year : 28.80 vs. HDVAX (20.86). FSGEX return over 5 years is better than : 55.46 vs. HDVAX (42.85).
| FSGEX | HDVAX | FSGEX / HDVAX | |
| Total Expense Ratio | 0.01 | 0.98 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 0.98 | 1% |
| Fund Existence | 17 years | 18 years | - |
| Gain YTD | 13.716 | 13.097 | 105% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.8B | 746M | 10,027% |
| Annual Yield % from dividends | 2.66 | 1.93 | 138% |
| Returns for 1 year | 28.80 | 20.86 | 138% |
| Returns for 3 years | 63.22 | 52.95 | 119% |
| Returns for 5 years | 55.46 | 42.85 | 129% |
| Returns for 10 years | 135.05 | 112.24 | 120% |
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