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FSGEX vs IUERX
FSGEX vs IUERX Comparison
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FSGEX vs IUERX Comparison Chart in %
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FSGEX vs. IUERX 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 IUERX is a Buy.
FUNDAMENTALS
Fundamentals
FSGEX has more cash in the bank: 74.8B vs. IUERX (1.61B). FSGEX pays higher dividends than IUERX: FSGEX (2.66) vs IUERX (1.87). FSGEX was incepted earlier than IUERX: FSGEX (17 years) vs IUERX (15 years). IUERX (1.50) is less costly to investors than FSGEX (0.01). IUERX is a more actively managed with annual turnover of: 55.00 vs. FSGEX (8.00). FSGEX (0) and IUERX (0) have matching initial minimum investment requirements. FSGEX annual gain was more profitable for investors over the last year : 28.80 vs. IUERX (20.33). FSGEX return over 5 years is better than : 55.46 vs. IUERX (27.85).
| FSGEX | IUERX | FSGEX / IUERX | |
| Total Expense Ratio | 0.01 | 1.30 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.50 | 1% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 13.716 | 12.222 | 112% |
| 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 | 1.87 | 142% |
| Returns for 1 year | 28.80 | 20.33 | 142% |
| Returns for 3 years | 63.22 | 47.06 | 134% |
| Returns for 5 years | 55.46 | 27.85 | 199% |
| Returns for 10 years | 135.05 | 112.31 | 120% |
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