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FSGEX vs HDVFX
FSGEX vs HDVFX Comparison
Open Charts FSGEX vs HDVFX
FSGEX vs HDVFX Comparison Chart in %
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FSGEX vs. HDVFX commentary
Jun 04, 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 Buy and HDVFX is a Hold.
FUNDAMENTALS
Fundamentals
FSGEX has more cash in the bank: 74.3B vs. HDVFX (770M). FSGEX pays higher dividends than HDVFX: FSGEX (2.64) vs HDVFX (2.23). FSGEX was incepted earlier than HDVFX: FSGEX (17 years) vs HDVFX (9 years). HDVFX (0.55) is less costly to investors than FSGEX (0.01). HDVFX is a more actively managed with annual turnover of: 27.00 vs. FSGEX (8.00). FSGEX has a lower initial minimum investment than HDVFX: FSGEX (0) vs HDVFX (1000000). FSGEX annual gain was more profitable for investors over the last year : 32.37 vs. HDVFX (23.86). FSGEX return over 5 years is better than : 53.10 vs. HDVFX (41.92).
| FSGEX | HDVFX | FSGEX / HDVFX | |
| Total Expense Ratio | 0.01 | 0.55 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.55 | 2% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 14.973 | 13.588 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.3B | 770M | 9,649% |
| Annual Yield % from dividends | 2.64 | 2.23 | 118% |
| Returns for 1 year | 32.37 | 23.86 | 136% |
| Returns for 3 years | 72.19 | 60.39 | 120% |
| Returns for 5 years | 53.10 | 41.92 | 127% |
| Returns for 10 years | 141.45 | N/A | - |
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