FSGEX
Price
$21.32
Change
+$0.20 (+0.95%)
Updated
Aug 7 closing price
Net Assets
74.78B
HDVTX
Price
$14.60
Change
+$0.11 (+0.76%)
Updated
Aug 7 closing price
Net Assets
761.42M
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FSGEX vs HDVTX

FSGEX vs HDVTX Comparison Chart in %
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FSGEX vs. HDVTX commentary
Aug 10, 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 StrongBuy and HDVTX is a Buy.

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FUNDAMENTALS
Fundamentals
FSGEX has more cash in the bank: 74.8B vs. HDVTX (761M). FSGEX (2.66) and HDVTX (2.53) have matching dividends . FSGEX was incepted earlier than HDVTX: FSGEX (17 years) vs HDVTX (18 years). HDVTX (0.67) is less costly to investors than FSGEX (0.01). HDVTX is a more actively managed with annual turnover of: 27.00 vs. FSGEX (8.00). FSGEX (0) and HDVTX (0) have matching initial minimum investment requirements. FSGEX annual gain was more profitable for investors over the last year : 28.56 vs. HDVTX (19.83). FSGEX return over 5 years is better than : 57.83 vs. HDVTX (45.75).
FSGEXHDVTXFSGEX / HDVTX
Total Expense Ratio0.010.671%
Annual Report Gross Expense Ratio0.010.671%
Fund Existence17 years18 years-
Gain YTD16.50315.873104%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets74.8B761M9,829%
Annual Yield % from dividends2.662.53105%
Returns for 1 year28.5619.83144%
Returns for 3 years71.2860.70117%
Returns for 5 years57.8345.75126%
Returns for 10 years135.78116.62116%
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