FSGEX
Price
$20.45
Change
-$0.12 (-0.58%)
Updated
Jul 24 closing price
Net Assets
74.86B
HDVVX
Price
$16.53
Change
-$0.09 (-0.54%)
Updated
Jul 24 closing price
Net Assets
731.57M
Interact to see
Advertisement

FSGEX vs HDVVX

FSGEX vs HDVVX Comparison Chart in %
View a ticker or compare two or three
VS
FSGEX vs. HDVVX commentary
Jul 27, 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 HDVVX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FSGEX has more cash in the bank: 74.9B vs. HDVVX (732M). FSGEX pays higher dividends than HDVVX: FSGEX (2.63) vs HDVVX (2.22). FSGEX was incepted earlier than HDVVX: FSGEX (17 years) vs HDVVX (8 years). HDVVX (0.55) is less costly to investors than FSGEX (0.01). HDVVX is a more actively managed with annual turnover of: 27.00 vs. FSGEX (8.00). FSGEX (0) and HDVVX (0) have matching initial minimum investment requirements. FSGEX annual gain was more profitable for investors over the last year : 22.52 vs. HDVVX (15.01). FSGEX return over 5 years is better than : 52.08 vs. HDVVX (41.65).
FSGEXHDVVXFSGEX / HDVVX
Total Expense Ratio0.010.552%
Annual Report Gross Expense Ratio0.010.552%
Fund Existence17 years8 years-
Gain YTD11.74910.643110%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets74.9B732M10,232%
Annual Yield % from dividends2.632.22119%
Returns for 1 year22.5215.01150%
Returns for 3 years60.1751.06118%
Returns for 5 years52.0841.65125%
Returns for 10 years131.84N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FAPKX13.970.05
+0.36%
Fidelity Advisor Healthy Future C
LIORX15.150.01
+0.07%
ClearBridge International Value R
SVBIX31.650.01
+0.03%
JHancock Balanced I
EZTGX60.18-0.06
-0.10%
Eaton Vance Tx-Mgd Growth 1.2 C
MRIGX31.54-0.12
-0.38%
Meridian Growth Investor