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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
Jul 14, 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 Buy.
FUNDAMENTALS
Fundamentals
FSGEX has more cash in the bank: 74.9B vs. HDVRX (753M). FSGEX pays higher dividends than HDVRX: FSGEX (2.63) vs HDVRX (1.69). 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 : 28.06 vs. HDVRX (19.30). FSGEX return over 5 years is better than : 53.66 vs. HDVRX (38.88).
| 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 | 14.153 | 13.201 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.9B | 753M | 9,947% |
| Annual Yield % from dividends | 2.63 | 1.69 | 155% |
| Returns for 1 year | 28.06 | 19.30 | 145% |
| Returns for 3 years | 64.20 | 51.43 | 125% |
| Returns for 5 years | 53.66 | 38.88 | 138% |
| Returns for 10 years | 137.49 | 108.89 | 126% |
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