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FSGEX vs IUEFX
FSGEX vs IUEFX Comparison
Open Charts FSGEX vs IUEFX
FSGEX vs IUEFX Comparison Chart in %
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FSGEX vs. IUEFX 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 IUEFX is a Hold.
FUNDAMENTALS
Fundamentals
FSGEX has more cash in the bank: 74.9B vs. IUEFX (1.62B). FSGEX pays higher dividends than IUEFX: FSGEX (2.63) 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 : 28.06 vs. IUEFX (20.29). FSGEX return over 5 years is better than : 53.66 vs. IUEFX (30.99).
| 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 | 14.153 | 12.733 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.9B | 1.62B | 4,635% |
| Annual Yield % from dividends | 2.63 | 2.35 | 112% |
| Returns for 1 year | 28.06 | 20.29 | 138% |
| Returns for 3 years | 64.20 | 48.34 | 133% |
| Returns for 5 years | 53.66 | 30.99 | 173% |
| Returns for 10 years | 137.49 | 128.78 | 107% |
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