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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
Sep 13, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSGEX has more cash in the bank: 77B vs. HDVYX (735M). FSGEX pays higher dividends than HDVYX: FSGEX (2.58) vs HDVYX (2.08). 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 : 22.49 vs. HDVYX (13.96). FSGEX return over 5 years is better than : 55.03 vs. HDVYX (43.79).
| 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 | 15.683 | 14.247 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77B | 735M | 10,476% |
| Annual Yield % from dividends | 2.58 | 2.08 | 124% |
| Returns for 1 year | 22.49 | 13.96 | 161% |
| Returns for 3 years | 73.52 | 63.11 | 116% |
| Returns for 5 years | 55.03 | 43.79 | 126% |
| Returns for 10 years | 137.13 | 119.15 | 115% |
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