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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
Aug 03, 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 IVVYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSGEX has more cash in the bank: 74.8B vs. IVVYX (1.33B). FSGEX pays higher dividends than IVVYX: FSGEX (2.66) vs IVVYX (1.03). 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: 108.00 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 : 28.80 vs. IVVYX (2.45). FSGEX return over 5 years is better than : 55.46 vs. IVVYX (24.01).
| 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 | 13.716 | 7.689 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.8B | 1.33B | 5,645% |
| Annual Yield % from dividends | 2.66 | 1.03 | 259% |
| Returns for 1 year | 28.80 | 2.45 | 1,177% |
| Returns for 3 years | 63.22 | 27.75 | 228% |
| Returns for 5 years | 55.46 | 24.01 | 231% |
| Returns for 10 years | 135.05 | 67.70 | 199% |
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