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FSGEX vs HDVTX
FSGEX vs HDVTX Comparison
Open Charts FSGEX vs HDVTX
FSGEX vs HDVTX Comparison Chart in %
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FSGEX vs. HDVTX 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 HDVTX is a Hold.
FUNDAMENTALS
Fundamentals
FSGEX has more cash in the bank: 74.3B vs. HDVTX (775M). FSGEX (2.64) and HDVTX (2.54) 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 : 34.74 vs. HDVTX (24.89). FSGEX return over 5 years is better than : 56.38 vs. HDVTX (42.66).
| FSGEX | HDVTX | FSGEX / HDVTX | |
| Total Expense Ratio | 0.01 | 0.67 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 0.67 | 1% |
| Fund Existence | 17 years | 18 years | - |
| Gain YTD | 16.175 | 14.603 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.3B | 775M | 9,587% |
| Annual Yield % from dividends | 2.64 | 2.54 | 104% |
| Returns for 1 year | 34.74 | 24.89 | 140% |
| Returns for 3 years | 74.26 | 60.40 | 123% |
| Returns for 5 years | 56.38 | 42.66 | 132% |
| Returns for 10 years | 157.31 | 134.47 | 117% |
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