FSGEX
Price
$21.36
Change
+$0.19 (+0.90%)
Updated
Sep 11 closing price
Net Assets
77.04B
NWHMX
Price
$13.27
Change
+$0.09 (+0.68%)
Updated
Sep 11 closing price
Net Assets
305.25M
Interact to see
Advertisement

FSGEX vs NWHMX

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

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FSGEX has more cash in the bank: 77B vs. NWHMX (305M). FSGEX pays higher dividends than NWHMX: FSGEX (2.58) vs NWHMX (2.39). FSGEX was incepted earlier than NWHMX: FSGEX (17 years) vs NWHMX (13 years). NWHMX (0.74) is less costly to investors than FSGEX (0.01). NWHMX is a more actively managed with annual turnover of: 41.36 vs. FSGEX (8.00). FSGEX has a lower initial minimum investment than NWHMX: FSGEX (0) vs NWHMX (1000000). FSGEX annual gain was more profitable for investors over the last year : 22.49 vs. NWHMX (16.77). NWHMX return over 5 years is better than : 60.15 vs. FSGEX (55.03).
FSGEXNWHMXFSGEX / NWHMX
Total Expense Ratio0.010.681%
Annual Report Gross Expense Ratio0.010.741%
Fund Existence17 years13 years-
Gain YTD15.68316.50995%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets77B305M25,246%
Annual Yield % from dividends2.582.39108%
Returns for 1 year22.4916.77134%
Returns for 3 years73.5271.38103%
Returns for 5 years55.0360.1591%
Returns for 10 years137.13129.48106%
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 %
MINHX49.13N/A
N/A
MFS International Intrinsic Equity R4
FRSGX38.21N/A
N/A
Franklin Small-Mid Cap Growth A
LRSYX23.21N/A
N/A
Lord Abbett Small Cap Value I
CZMSX17.48N/A
N/A
Multi-Manager Small Cap Eq Strat Inst
WDIIX17.13N/A
N/A
Wilmington Enhanced Div Inc Strat I