FSGEX
Price
$21.36
Change
+$0.19 (+0.90%)
Updated
Sep 11 closing price
Net Assets
77.04B
NWHLX
Price
$13.27
Change
+$0.09 (+0.68%)
Updated
Sep 11 closing price
Net Assets
305.25M
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FSGEX vs NWHLX

FSGEX vs NWHLX Comparison Chart in %
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FSGEX vs. NWHLX 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 NWHLX is a Hold.

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FUNDAMENTALS
Fundamentals
FSGEX has more cash in the bank: 77B vs. NWHLX (305M). FSGEX pays higher dividends than NWHLX: FSGEX (2.58) vs NWHLX (2.39). FSGEX was incepted earlier than NWHLX: FSGEX (17 years) vs NWHLX (47 years). NWHLX (0.74) is less costly to investors than FSGEX (0.01). NWHLX is a more actively managed with annual turnover of: 41.36 vs. FSGEX (8.00). FSGEX has a lower initial minimum investment than NWHLX: FSGEX (0) vs NWHLX (5000). FSGEX annual gain was more profitable for investors over the last year : 22.49 vs. NWHLX (16.76). NWHLX (55.69) and FSGEX (55.03) have equivalent 5 years return.
FSGEXNWHLXFSGEX / NWHLX
Total Expense Ratio0.010.681%
Annual Report Gross Expense Ratio0.010.741%
Fund Existence17 years47 years-
Gain YTD15.68316.40496%
Front LoadN/AN/A-
Min. Initial Investment05000-
Min. Initial Investment IRAN/AN/A-
Net Assets77B305M25,246%
Annual Yield % from dividends2.582.39108%
Returns for 1 year22.4916.76134%
Returns for 3 years73.5271.38103%
Returns for 5 years55.0355.6999%
Returns for 10 years137.13122.29112%
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