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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
Aug 24, 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 Buy and IVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSGEX has more cash in the bank: 74.8B vs. IVIAX (1.36B). 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 : 26.73 vs. IVIAX (3.94). FSGEX return over 5 years is better than : 61.31 vs. IVIAX (28.60).
| 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 | 16.393 | 11.707 | 140% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.8B | 1.36B | 5,488% |
| Annual Yield % from dividends | 2.66 | 1.05 | 252% |
| Returns for 1 year | 26.73 | 3.94 | 678% |
| Returns for 3 years | 76.97 | 38.39 | 200% |
| Returns for 5 years | 61.31 | 28.60 | 214% |
| Returns for 10 years | 133.22 | 67.45 | 198% |
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