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FSGEX vs IVVYX
FSGEX vs IVVYX Comparison
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FSGEX vs IVVYX Comparison Chart in %
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FSGEX vs. IVVYX commentary
Jun 04, 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 IVVYX is a Buy.
FUNDAMENTALS
Fundamentals
FSGEX has more cash in the bank: 74.3B vs. IVVYX (1.35B). FSGEX pays higher dividends than IVVYX: FSGEX (2.64) vs IVVYX (1.04). FSGEX was incepted earlier than IVVYX: FSGEX (17 years) vs IVVYX (23 years). IVVYX (1.30) is less costly to investors than FSGEX (0.01). IVVYX is a more actively managed with annual turnover of: 84.00 vs. FSGEX (8.00). FSGEX (0) and IVVYX (0) have matching initial minimum investment requirements. FSGEX annual gain was more profitable for investors over the last year : 32.37 vs. IVVYX (1.95). FSGEX return over 5 years is better than : 53.10 vs. IVVYX (18.79).
| FSGEX | IVVYX | FSGEX / IVVYX | |
| Total Expense Ratio | 0.01 | 1.02 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.30 | 1% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 14.973 | 6.371 | 235% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.3B | 1.35B | 5,520% |
| Annual Yield % from dividends | 2.64 | 1.04 | 254% |
| Returns for 1 year | 32.37 | 1.95 | 1,658% |
| Returns for 3 years | 72.19 | 32.27 | 224% |
| Returns for 5 years | 53.10 | 18.79 | 283% |
| Returns for 10 years | 141.45 | 66.36 | 213% |
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