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FSGEX vs TBWAX
FSGEX vs TBWAX Comparison
Open Charts FSGEX vs TBWAX
Fidelity Series Global ex US Index
Price$14.24
Change+$0.09 (+0.64%)
VolumeN/A
CapitalizationN/A
Thornburg Better World International A
Price$17.92
Change+$0.05 (+0.28%)
VolumeN/A
CapitalizationN/A
FSGEX vs TBWAX Comparison Chart
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FSGEX vs. TBWAX commentary
Dec 24, 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 Hold.
FUNDAMENTALS
Fundamentals
FSGEX has more cash in the bank: 49.3B vs. TBWAX (487M). 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). TBWAX annual gain was more profitable for investors over the last year : 8.49 vs. FSGEX (7.34). TBWAX return over 5 years is better than : 29.30 vs. FSGEX (23.40).
| 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 | 5.785 | 6.825 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.3B | 487M | 10,123% |
| Annual Yield % from dividends | 2.77 | 1.00 | 278% |
| Returns for 1 year | 7.34 | 8.49 | 86% |
| Returns for 3 years | 3.76 | -1.35 | -278% |
| Returns for 5 years | 23.40 | 29.30 | 80% |
| Returns for 10 years | 50.17 | N/A | - |
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