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FSGEX vs HDVIX
FSGEX vs HDVIX Comparison
Open Charts FSGEX vs HDVIX
FSGEX vs HDVIX Comparison Chart in %
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FSGEX vs. HDVIX 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 HDVIX is a Hold.
FUNDAMENTALS
Fundamentals
FSGEX has more cash in the bank: 74.8B vs. HDVIX (746M). FSGEX pays higher dividends than HDVIX: FSGEX (2.66) vs HDVIX (2.17). FSGEX was incepted earlier than HDVIX: FSGEX (17 years) vs HDVIX (18 years). HDVIX (0.65) is less costly to investors than FSGEX (0.01). HDVIX is a more actively managed with annual turnover of: 27.00 vs. FSGEX (8.00). FSGEX has a lower initial minimum investment than HDVIX: FSGEX (0) vs HDVIX (2000). FSGEX annual gain was more profitable for investors over the last year : 28.80 vs. HDVIX (21.22). FSGEX return over 5 years is better than : 55.46 vs. HDVIX (45.21).
| FSGEX | HDVIX | FSGEX / HDVIX | |
| Total Expense Ratio | 0.01 | 0.65 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.65 | 2% |
| Fund Existence | 17 years | 18 years | - |
| Gain YTD | 13.716 | 13.190 | 104% |
| Front Load | N/A | N/A | - |
| 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 | 2.17 | 123% |
| Returns for 1 year | 28.80 | 21.22 | 136% |
| Returns for 3 years | 63.22 | 54.40 | 116% |
| Returns for 5 years | 55.46 | 45.21 | 123% |
| Returns for 10 years | 135.05 | 118.48 | 114% |
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