FSGEX
Price
$21.36
Change
+$0.19 (+0.90%)
Updated
Sep 11 closing price
Net Assets
77.04B
HDVCX
Price
$16.80
Change
-$0.04 (-0.24%)
Updated
Sep 11 closing price
Net Assets
734.73M
Interact to see
Advertisement

FSGEX vs HDVCX

FSGEX vs HDVCX Comparison Chart in %
View a ticker or compare two or three
VS
FSGEX vs. HDVCX commentary
Sep 13, 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 HDVCX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FSGEX has more cash in the bank: 77B vs. HDVCX (735M). FSGEX pays higher dividends than HDVCX: FSGEX (2.58) vs HDVCX (1.14). FSGEX was incepted earlier than HDVCX: FSGEX (17 years) vs HDVCX (18 years). HDVCX (1.80) is less costly to investors than FSGEX (0.01). HDVCX is a more actively managed with annual turnover of: 27.00 vs. FSGEX (8.00). FSGEX has a lower initial minimum investment than HDVCX: FSGEX (0) vs HDVCX (2000). FSGEX annual gain was more profitable for investors over the last year : 22.49 vs. HDVCX (12.73). FSGEX return over 5 years is better than : 55.03 vs. HDVCX (35.92).
FSGEXHDVCXFSGEX / HDVCX
Total Expense Ratio0.011.801%
Annual Report Gross Expense Ratio0.011.801%
Fund Existence17 years18 years-
Gain YTD15.68313.488116%
Front LoadN/AN/A-
Min. Initial Investment02000-
Min. Initial Investment IRAN/AN/A-
Net Assets77B735M10,476%
Annual Yield % from dividends2.581.14227%
Returns for 1 year22.4912.73177%
Returns for 3 years73.5257.68127%
Returns for 5 years55.0335.92153%
Returns for 10 years137.1398.26140%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
MINHX49.13N/A
N/A
MFS International Intrinsic Equity R4
FRSGX38.21N/A
N/A
Franklin Small-Mid Cap Growth A
LRSYX23.21N/A
N/A
Lord Abbett Small Cap Value I
CZMSX17.48N/A
N/A
Multi-Manager Small Cap Eq Strat Inst
WDIIX17.13N/A
N/A
Wilmington Enhanced Div Inc Strat I