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FSGEX vs TBWAX
FSGEX vs TBWAX Comparison
Open Charts FSGEX vs TBWAX
Fidelity Series Global ex US Index
Price$15.20
Change-$0.07 (-0.46%)
VolumeN/A
Net Assets52.06B
Thornburg Better World International A
Price$18.91
Change-$0.26 (-1.36%)
VolumeN/A
Net Assets488.88M
FSGEX vs TBWAX Comparison Chart
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FSGEX vs. TBWAX commentary
Feb 23, 2025
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 StrongBuy and TBWAX is a Hold.
FUNDAMENTALS
Fundamentals
FSGEX has more cash in the bank: 52.1B vs. TBWAX (489M). 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 : 10.84 vs. TBWAX (9.68). TBWAX return over 5 years is better than : 36.83 vs. FSGEX (33.35).
| 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 | 7.193 | 5.820 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.1B | 489M | 10,654% |
| Annual Yield % from dividends | 2.77 | 1.00 | 278% |
| Returns for 1 year | 10.84 | 9.68 | 112% |
| Returns for 3 years | 14.74 | 10.97 | 134% |
| Returns for 5 years | 33.35 | 36.83 | 91% |
| Returns for 10 years | 53.74 | N/A | - |