The average market capitalization across the group is 39.27B. The market cap for tickers in the group ranges from 1.51B to 77.04B. FSGEX holds the highest valuation in this group at 77.04B. The lowest valued company is IUENX at 1.51B.

High and low price notable news

The average weekly price growth across all stocks in the group was -1%. For the same group, the average monthly price growth was -0%, and the average quarterly price growth was 11%. IUENX experienced the highest price growth at -1%, while FSGEX experienced the biggest fall at -1%.

Volume

The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating:

P/E Growth Rating:

Price Growth Rating:

SMR Rating:

Profit Risk Rating:

Seasonality Score: (-100 ... +100)

FSGEX vs. IUENX commentary

Sep 04, 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 IUENX is a StrongBuy.

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FUNDAMENTALS

Fundamentals

FSGEX has more cash in the bank: 77B vs. IUENX (1.51B). FSGEX pays higher dividends than IUENX: FSGEX (2.58) vs IUENX (2.43). FSGEX was incepted earlier than IUENX: FSGEX (17 years) vs IUENX (15 years). IUENX (0.72) is less costly to investors than FSGEX (0.01). IUENX is a more actively managed with annual turnover of: 55.00 vs. FSGEX (8.00). FSGEX has a lower initial minimum investment than IUENX: FSGEX (0) vs IUENX (15000000). FSGEX annual gain was more profitable for investors over the last year : 27.43 vs. IUENX (19.55). FSGEX return over 5 years is better than : 54.34 vs. IUENX (29.09).

	FSGEX	IUENX	FSGEX / IUENX
Total Expense Ratio	0.01	0.55	2%
Annual Report Gross Expense Ratio	0.01	0.72	1%
Fund Existence	17 years	15 years	-
Gain YTD	16.557	13.546	122%
Front Load	N/A	N/A	-
Min. Initial Investment	0	15000000	-
Min. Initial Investment IRA	N/A	N/A	-
Net Assets	77B	1.51B	5,106%
Annual Yield % from dividends	2.58	2.43	106%
Returns for 1 year	27.43	19.55	140%
Returns for 3 years	73.27	56.37	130%
Returns for 5 years	54.34	29.09	187%
Returns for 10 years	132.92	118.99	112%

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