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FSGEX vs IVIFX
FSGEX vs IVIFX Comparison
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FSGEX vs IVIFX Comparison Chart in %
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FSGEX vs. IVIFX 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 IVIFX is a Buy.
FUNDAMENTALS
Fundamentals
FSGEX has more cash in the bank: 74.9B vs. IVIFX (1.35B). FSGEX pays higher dividends than IVIFX: FSGEX (2.63) 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 : 28.06 vs. IVIFX (-0.61). FSGEX return over 5 years is better than : 53.66 vs. IVIFX (18.46).
| FSGEX | IVIFX | FSGEX / IVIFX | |
| Total Expense Ratio | 0.01 | 1.77 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 2.05 | 0% |
| Fund Existence | 17 years | 29 years | - |
| Gain YTD | 14.153 | 8.766 | 161% |
| Front Load | N/A | N/A | - |
| 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 | 0.40 | 659% |
| Returns for 1 year | 28.06 | -0.61 | -4,628% |
| Returns for 3 years | 64.20 | 24.70 | 260% |
| Returns for 5 years | 53.66 | 18.46 | 291% |
| Returns for 10 years | 137.49 | 57.23 | 240% |
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