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FSGEX vs IUEFX
FSGEX vs IUEFX Comparison
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FSGEX vs IUEFX Comparison Chart in %
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FSGEX vs. IUEFX commentary
Sep 12, 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 IUEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSGEX has more cash in the bank: 77B vs. IUEFX (1.5B). FSGEX pays higher dividends than IUEFX: FSGEX (2.58) vs IUEFX (2.35). FSGEX was incepted earlier than IUEFX: FSGEX (17 years) vs IUEFX (15 years). IUEFX (0.92) is less costly to investors than FSGEX (0.01). IUEFX is a more actively managed with annual turnover of: 55.00 vs. FSGEX (8.00). FSGEX (0) and IUEFX (0) have matching initial minimum investment requirements. FSGEX annual gain was more profitable for investors over the last year : 22.49 vs. IUEFX (15.16). FSGEX return over 5 years is better than : 55.03 vs. IUEFX (29.82).
| FSGEX | IUEFX | FSGEX / IUEFX | |
| Total Expense Ratio | 0.01 | 0.65 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.92 | 1% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 15.683 | 13.004 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77B | 1.5B | 5,137% |
| Annual Yield % from dividends | 2.58 | 2.35 | 110% |
| Returns for 1 year | 22.49 | 15.16 | 148% |
| Returns for 3 years | 73.52 | 56.42 | 130% |
| Returns for 5 years | 55.03 | 29.82 | 185% |
| Returns for 10 years | 137.13 | 121.05 | 113% |
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