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FSGEX vs TBWAX
FSGEX vs TBWAX Comparison
Open Charts FSGEX vs TBWAX
Fidelity Series Global ex US Index
Price$14.81
Change+$0.04 (+0.27%)
VolumeN/A
CapitalizationN/A
Thornburg Better World International A
Price$18.14
Change+$0.04 (+0.22%)
VolumeN/A
CapitalizationN/A
FSGEX vs TBWAX Comparison Chart
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FSGEX vs. TBWAX commentary
Nov 23, 2024
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 Buy and TBWAX is a Buy.
FUNDAMENTALS
Fundamentals
FSGEX has more cash in the bank: 48.2B vs. TBWAX (508M). FSGEX pays higher dividends than TBWAX: FSGEX (2.77) vs TBWAX (1.00). FSGEX was incepted earlier than TBWAX: FSGEX (15 years) vs TBWAX (9 years). TBWAX is a more actively managed with annual turnover of: 140.89 vs. FSGEX (6.00). FSGEX has a lower initial minimum investment than TBWAX: FSGEX (0) vs TBWAX (5000). FSGEX annual gain was more profitable for investors over the last year : 12.74 vs. TBWAX (10.67). TBWAX return over 5 years is better than : 34.20 vs. FSGEX (27.26).
| FSGEX | TBWAX | FSGEX / TBWAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | 6.643 | 7.037 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.2B | 508M | 9,488% |
| Annual Yield % from dividends | 2.77 | 1.00 | 278% |
| Returns for 1 year | 12.74 | 10.67 | 119% |
| Returns for 3 years | 3.73 | -4.65 | -80% |
| Returns for 5 years | 27.26 | 34.20 | 80% |
| Returns for 10 years | 46.48 | N/A | - |