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FSGEX vs JDIAX
FSGEX vs JDIAX Comparison
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FSGEX vs JDIAX Comparison Chart in %
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FSGEX vs. JDIAX 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 JDIAX is a Hold.
FUNDAMENTALS
Fundamentals
FSGEX has more cash in the bank: 74.8B vs. JDIAX (4.59B). FSGEX pays higher dividends than JDIAX: FSGEX (2.66) vs JDIAX (0.84). FSGEX was incepted earlier than JDIAX: FSGEX (17 years) vs JDIAX (17 years). JDIAX (1.16) is less costly to investors than FSGEX (0.01). JDIAX is a more actively managed with annual turnover of: 42.00 vs. FSGEX (8.00). FSGEX has a lower initial minimum investment than JDIAX: FSGEX (0) vs JDIAX (2500). FSGEX annual gain was more profitable for investors over the last year : 28.80 vs. JDIAX (26.86). JDIAX (57.23) and FSGEX (55.46) have equivalent 5 years return.
| FSGEX | JDIAX | FSGEX / JDIAX | |
| Total Expense Ratio | 0.01 | 1.16 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.16 | 1% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 13.716 | 12.809 | 107% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.8B | 4.59B | 1,630% |
| Annual Yield % from dividends | 2.66 | 0.84 | 315% |
| Returns for 1 year | 28.80 | 26.86 | 107% |
| Returns for 3 years | 63.22 | 53.89 | 117% |
| Returns for 5 years | 55.46 | 57.23 | 97% |
| Returns for 10 years | 135.05 | 184.08 | 73% |
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