FSGEX
Price
$20.45
Change
-$0.12 (-0.58%)
Updated
Jul 24 closing price
Net Assets
74.86B
IUAEX
Price
$32.04
Change
-$0.19 (-0.59%)
Updated
Jul 24 closing price
Net Assets
1.59B
Interact to see
Advertisement

FSGEX vs IUAEX

FSGEX vs IUAEX Comparison Chart in %
View a ticker or compare two or three
VS
FSGEX vs. IUAEX commentary
Jul 25, 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 IUAEX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FSGEX has more cash in the bank: 74.9B vs. IUAEX (1.59B). FSGEX pays higher dividends than IUAEX: FSGEX (2.63) vs IUAEX (2.11). FSGEX was incepted earlier than IUAEX: FSGEX (17 years) vs IUAEX (15 years). IUAEX (1.23) is less costly to investors than FSGEX (0.01). IUAEX is a more actively managed with annual turnover of: 55.00 vs. FSGEX (8.00). FSGEX has a lower initial minimum investment than IUAEX: FSGEX (0) vs IUAEX (1000). FSGEX annual gain was more profitable for investors over the last year : 23.24 vs. IUAEX (15.61). FSGEX return over 5 years is better than : 52.97 vs. IUAEX (28.74).
FSGEXIUAEXFSGEX / IUAEX
Total Expense Ratio0.011.001%
Annual Report Gross Expense Ratio0.011.231%
Fund Existence17 years15 years-
Gain YTD12.40411.692106%
Front LoadN/A5%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets74.9B1.59B4,726%
Annual Yield % from dividends2.632.11125%
Returns for 1 year23.2415.61149%
Returns for 3 years61.1146.87130%
Returns for 5 years52.9728.74184%
Returns for 10 years133.20117.37113%
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 %
VMCIX88.08N/A
N/A
Vanguard Mid Cap Index Institutional
CBAIX49.76N/A
N/A
Calvert Balanced I
LAMHX27.74N/A
N/A
Lord Abbett Dividend Growth R6
SOAEX13.62N/A
N/A
Spirit of America Energy A
AGGRX10.86-0.12
-1.09%
American Century Focused Global Gr A