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FSGEX vs HDVVX
FSGEX vs HDVVX Comparison
Open Charts FSGEX vs HDVVX
FSGEX vs HDVVX Comparison Chart in %
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FSGEX vs. HDVVX commentary
Jul 06, 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 Buy.
FUNDAMENTALS
Fundamentals
FSGEX has more cash in the bank: 74.9B vs. HDVVX (753M). 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 : 26.41 vs. HDVVX (18.74). FSGEX return over 5 years is better than : 52.10 vs. HDVVX (41.72).
| FSGEX | HDVVX | FSGEX / HDVVX | |
| Total Expense Ratio | 0.01 | 0.55 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.55 | 2% |
| Fund Existence | 17 years | 8 years | - |
| Gain YTD | 13.279 | 12.450 | 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 | 2.22 | 119% |
| Returns for 1 year | 26.41 | 18.74 | 141% |
| Returns for 3 years | 66.42 | 56.44 | 118% |
| Returns for 5 years | 52.10 | 41.72 | 125% |
| Returns for 10 years | 140.84 | N/A | - |
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