Interact to see
Advertisement
Advertisement
FSGEX vs IVIFX
FSGEX vs IVIFX Comparison
Open Charts FSGEX vs IVIFX
FSGEX vs IVIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSGEX vs. IVIFX commentary
Sep 13, 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 IVIFX is a Hold.
FUNDAMENTALS
Fundamentals
FSGEX has more cash in the bank: 77B vs. IVIFX (1.33B). FSGEX pays higher dividends than IVIFX: FSGEX (2.58) vs IVIFX (0.40). FSGEX was incepted earlier than IVIFX: FSGEX (17 years) vs IVIFX (29 years). IVIFX (2.05) is less costly to investors than FSGEX (0.01). IVIFX is a more actively managed with annual turnover of: 108.00 vs. FSGEX (8.00). FSGEX has a lower initial minimum investment than IVIFX: FSGEX (0) vs IVIFX (1000). FSGEX annual gain was more profitable for investors over the last year : 22.49 vs. IVIFX (-2.19). FSGEX return over 5 years is better than : 55.03 vs. IVIFX (20.12).
| FSGEX | IVIFX | FSGEX / IVIFX | |
| Total Expense Ratio | 0.01 | 1.76 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 2.05 | 0% |
| Fund Existence | 17 years | 29 years | - |
| Gain YTD | 15.683 | 10.114 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77B | 1.33B | 5,789% |
| Annual Yield % from dividends | 2.58 | 0.40 | 648% |
| Returns for 1 year | 22.49 | -2.19 | -1,027% |
| Returns for 3 years | 73.52 | 29.78 | 247% |
| Returns for 5 years | 55.03 | 20.12 | 273% |
| Returns for 10 years | 137.13 | 55.12 | 249% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement