FSGEX
Price
$21.36
Change
+$0.19 (+0.90%)
Updated
Sep 11 closing price
Net Assets
77.04B
LISOX
Price
$14.23
Change
+$0.01 (+0.07%)
Updated
Sep 11 closing price
Net Assets
1.39B
Interact to see
Advertisement

FSGEX vs LISOX

FSGEX vs LISOX Comparison Chart in %
View a ticker or compare two or three
VS
FSGEX vs. LISOX 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 LISOX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FSGEX has more cash in the bank: 77B vs. LISOX (1.39B). FSGEX pays higher dividends than LISOX: FSGEX (2.58) vs LISOX (1.37). FSGEX was incepted earlier than LISOX: FSGEX (17 years) vs LISOX (21 years). LISOX (1.09) is less costly to investors than FSGEX (0.01). LISOX is a more actively managed with annual turnover of: 48.00 vs. FSGEX (8.00). FSGEX has a lower initial minimum investment than LISOX: FSGEX (0) vs LISOX (2500). FSGEX annual gain was more profitable for investors over the last year : 22.49 vs. LISOX (-12.75). FSGEX return over 5 years is better than : 55.03 vs. LISOX (-17.10).
FSGEXLISOXFSGEX / LISOX
Total Expense Ratio0.011.091%
Annual Report Gross Expense Ratio0.011.091%
Fund Existence17 years21 years-
Gain YTD15.6836.041260%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets77B1.39B5,552%
Annual Yield % from dividends2.581.37188%
Returns for 1 year22.49-12.75-176%
Returns for 3 years73.521.484,951%
Returns for 5 years55.03-17.10-322%
Returns for 10 years137.1321.25645%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
BGITX15.090.09
+0.59%
Baillie Gifford International Alpha 2
GSLIX18.62N/A
N/A
Goldman Sachs Large Cap Value Instl
VBIAX54.22N/A
N/A
Vanguard Balanced Index Adm
CRRVX10.33N/A
N/A
Columbia Real Estate Equity Inst2
VSOYX52.10N/A
N/A
Victory Sycamore Small Company Opp Y