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FSGEX vs HDVYX
FSGEX vs HDVYX Comparison
Open Charts FSGEX vs HDVYX
FSGEX vs HDVYX Comparison Chart in %
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FSGEX vs. HDVYX commentary
Jul 14, 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 HDVYX is a Buy.
FUNDAMENTALS
Fundamentals
FSGEX has more cash in the bank: 74.9B vs. HDVYX (753M). FSGEX pays higher dividends than HDVYX: FSGEX (2.63) vs HDVYX (2.11). 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 : 28.06 vs. HDVYX (20.14). FSGEX return over 5 years is better than : 53.66 vs. HDVYX (43.18).
| FSGEX | HDVYX | FSGEX / HDVYX | |
| Total Expense Ratio | 0.01 | 0.66 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.66 | 2% |
| Fund Existence | 17 years | 18 years | - |
| Gain YTD | 14.153 | 13.508 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.9B | 753M | 9,947% |
| Annual Yield % from dividends | 2.63 | 2.11 | 125% |
| Returns for 1 year | 28.06 | 20.14 | 139% |
| Returns for 3 years | 64.20 | 54.19 | 118% |
| Returns for 5 years | 53.66 | 43.18 | 124% |
| Returns for 10 years | 137.49 | 121.51 | 113% |
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