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FSGEX vs HDVRX
FSGEX vs HDVRX Comparison
Open Charts FSGEX vs HDVRX
FSGEX vs HDVRX Comparison Chart in %
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FSGEX vs. HDVRX 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 HDVRX is a Hold.
FUNDAMENTALS
Fundamentals
FSGEX has more cash in the bank: 74.8B vs. HDVRX (746M). FSGEX pays higher dividends than HDVRX: FSGEX (2.66) vs HDVRX (1.70). FSGEX was incepted earlier than HDVRX: FSGEX (17 years) vs HDVRX (18 years). HDVRX (1.27) is less costly to investors than FSGEX (0.01). HDVRX is a more actively managed with annual turnover of: 27.00 vs. FSGEX (8.00). FSGEX (0) and HDVRX (0) have matching initial minimum investment requirements. FSGEX annual gain was more profitable for investors over the last year : 28.80 vs. HDVRX (20.46). FSGEX return over 5 years is better than : 55.46 vs. HDVRX (40.81).
| FSGEX | HDVRX | FSGEX / HDVRX | |
| Total Expense Ratio | 0.01 | 1.27 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.27 | 1% |
| Fund Existence | 17 years | 18 years | - |
| Gain YTD | 13.716 | 12.928 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.8B | 746M | 10,027% |
| Annual Yield % from dividends | 2.66 | 1.70 | 156% |
| Returns for 1 year | 28.80 | 20.46 | 141% |
| Returns for 3 years | 63.22 | 51.59 | 123% |
| Returns for 5 years | 55.46 | 40.81 | 136% |
| Returns for 10 years | 135.05 | 106.80 | 126% |
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