Interact to see
Advertisement
Advertisement
FSGEX vs IVIAX
FSGEX vs IVIAX Comparison
Open Charts FSGEX vs IVIAX
FSGEX vs IVIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSGEX vs. IVIAX 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 IVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSGEX has more cash in the bank: 74.8B vs. IVIAX (1.33B). FSGEX pays higher dividends than IVIAX: FSGEX (2.66) vs IVIAX (1.05). FSGEX was incepted earlier than IVIAX: FSGEX (17 years) vs IVIAX (29 years). IVIAX (1.30) is less costly to investors than FSGEX (0.01). IVIAX is a more actively managed with annual turnover of: 108.00 vs. FSGEX (8.00). FSGEX has a lower initial minimum investment than IVIAX: FSGEX (0) vs IVIAX (1000). FSGEX annual gain was more profitable for investors over the last year : 28.80 vs. IVIAX (2.40). FSGEX return over 5 years is better than : 55.46 vs. IVIAX (23.89).
| FSGEX | IVIAX | FSGEX / IVIAX | |
| Total Expense Ratio | 0.01 | 1.02 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.30 | 1% |
| Fund Existence | 17 years | 29 years | - |
| Gain YTD | 13.716 | 7.716 | 178% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.8B | 1.33B | 5,645% |
| Annual Yield % from dividends | 2.66 | 1.05 | 252% |
| Returns for 1 year | 28.80 | 2.40 | 1,198% |
| Returns for 3 years | 63.22 | 27.61 | 229% |
| Returns for 5 years | 55.46 | 23.89 | 232% |
| Returns for 10 years | 135.05 | 67.09 | 201% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MALRX | 26.48 | 0.16 | +0.61% |
| BlackRock Advantage Large Cap Core Instl | |||
| TIEIX | 51.73 | 0.29 | +0.56% |
| Nuveen Equity Index R6 | |||
| SCJCX | 7.79 | 0.04 | +0.52% |
| Steward Covered Call Income C | |||
| CSHAX | 12.86 | 0.06 | +0.49% |
| NYLI Cushing® MLP Premier Class A | |||
| SGISX | 42.06 | 0.11 | +0.26% |
| Steward Global Equity Income Fund I | |||