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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 24, 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 HDVFX is a Hold.
FUNDAMENTALS
Fundamentals
FSGEX has more cash in the bank: 74.3B vs. HDVFX (775M). 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 : 34.02 vs. HDVFX (26.09). FSGEX return over 5 years is better than : 55.31 vs. HDVFX (44.94).
| 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 | 16.339 | 14.726 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.3B | 775M | 9,587% |
| Annual Yield % from dividends | 2.64 | 2.23 | 118% |
| Returns for 1 year | 34.02 | 26.09 | 130% |
| Returns for 3 years | 74.50 | 62.43 | 119% |
| Returns for 5 years | 55.31 | 44.94 | 123% |
| Returns for 10 years | 157.68 | N/A | - |
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