FSGEX
Price
$21.30
Change
+$0.04 (+0.19%)
Updated
Aug 20 closing price
Net Assets
74.78B
HDVYX
Price
$17.30
Change
+$0.19 (+1.11%)
Updated
Aug 21 closing price
Net Assets
757.35M
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FSGEX vs HDVYX

FSGEX vs HDVYX Comparison Chart in %
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FSGEX vs. HDVYX commentary
Aug 23, 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 Buy and HDVYX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FSGEX has more cash in the bank: 74.8B vs. HDVYX (757M). FSGEX pays higher dividends than HDVYX: FSGEX (2.66) vs HDVYX (2.12). FSGEX was incepted earlier than HDVYX: FSGEX (17 years) vs HDVYX (18 years). HDVYX (0.66) is less costly to investors than FSGEX (0.01). HDVYX is a more actively managed with annual turnover of: 27.00 vs. FSGEX (8.00). FSGEX has a lower initial minimum investment than HDVYX: FSGEX (0) vs HDVYX (250000). FSGEX annual gain was more profitable for investors over the last year : 26.73 vs. HDVYX (19.89). FSGEX return over 5 years is better than : 61.31 vs. HDVYX (50.84).
FSGEXHDVYXFSGEX / HDVYX
Total Expense Ratio0.010.662%
Annual Report Gross Expense Ratio0.010.662%
Fund Existence17 years18 years-
Gain YTD16.39316.263101%
Front LoadN/AN/A-
Min. Initial Investment0250000-
Min. Initial Investment IRAN/AN/A-
Net Assets74.8B757M9,881%
Annual Yield % from dividends2.662.12125%
Returns for 1 year26.7319.89134%
Returns for 3 years76.9768.09113%
Returns for 5 years61.3150.84121%
Returns for 10 years133.22118.58112%
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