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FSGEX vs IVIAX
FSGEX vs IVIAX Comparison
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FSGEX vs IVIAX Comparison Chart in %
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FSGEX vs. IVIAX 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 IVIAX is a Buy.
FUNDAMENTALS
Fundamentals
FSGEX has more cash in the bank: 74.9B vs. IVIAX (1.35B). FSGEX pays higher dividends than IVIAX: FSGEX (2.63) vs IVIAX (1.04). 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 : 28.06 vs. IVIAX (1.80). FSGEX return over 5 years is better than : 53.66 vs. IVIAX (24.09).
| 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 | 14.153 | 9.180 | 154% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.9B | 1.35B | 5,540% |
| Annual Yield % from dividends | 2.63 | 1.04 | 254% |
| Returns for 1 year | 28.06 | 1.80 | 1,559% |
| Returns for 3 years | 64.20 | 29.60 | 217% |
| Returns for 5 years | 53.66 | 24.09 | 223% |
| Returns for 10 years | 137.49 | 70.30 | 196% |
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