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FSGEX vs LMIRX
FSGEX vs LMIRX Comparison
Open Charts FSGEX vs LMIRX
FSGEX vs LMIRX Comparison Chart in %
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FSGEX vs. LMIRX commentary
Jul 11, 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 LMIRX is a Hold.
FUNDAMENTALS
Fundamentals
FSGEX has more cash in the bank: 74.9B vs. LMIRX (342M). FSGEX pays higher dividends than LMIRX: FSGEX (2.63) vs LMIRX (1.26). FSGEX was incepted earlier than LMIRX: FSGEX (17 years) vs LMIRX (20 years). LMIRX (1.58) is less costly to investors than FSGEX (0.01). LMIRX is a more actively managed with annual turnover of: 44.00 vs. FSGEX (8.00). FSGEX (0) and LMIRX (0) have matching initial minimum investment requirements. FSGEX annual gain was more profitable for investors over the last year : 26.74 vs. LMIRX (11.39). FSGEX return over 5 years is better than : 53.46 vs. LMIRX (36.24).
| FSGEX | LMIRX | FSGEX / LMIRX | |
| Total Expense Ratio | 0.01 | 1.55 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.58 | 1% |
| Fund Existence | 17 years | 20 years | - |
| Gain YTD | 13.716 | 9.418 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.9B | 342M | 21,901% |
| Annual Yield % from dividends | 2.63 | 1.26 | 210% |
| Returns for 1 year | 26.74 | 11.39 | 235% |
| Returns for 3 years | 68.67 | 45.59 | 151% |
| Returns for 5 years | 53.46 | 36.24 | 148% |
| Returns for 10 years | 137.92 | 90.01 | 153% |
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