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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
Aug 03, 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 Buy.
FUNDAMENTALS
Fundamentals
FSGEX has more cash in the bank: 74.8B vs. IUEFX (1.61B). FSGEX pays higher dividends than IUEFX: FSGEX (2.66) vs IUEFX (2.37). 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 : 28.80 vs. IUEFX (21.24). FSGEX return over 5 years is better than : 55.46 vs. IUEFX (31.37).
| 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 | 13.716 | 12.699 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.8B | 1.61B | 4,652% |
| Annual Yield % from dividends | 2.66 | 2.37 | 112% |
| Returns for 1 year | 28.80 | 21.24 | 136% |
| Returns for 3 years | 63.22 | 50.09 | 126% |
| Returns for 5 years | 55.46 | 31.37 | 177% |
| Returns for 10 years | 135.05 | 125.29 | 108% |
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