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FSGEX vs TBWAX
FSGEX vs TBWAX Comparison
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FSGEX vs TBWAX Comparison Chart in %
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FSGEX vs. TBWAX commentary
Sep 02, 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 TBWAX is a Hold.
FUNDAMENTALS
Fundamentals
FSGEX has more cash in the bank: 77B vs. TBWAX (473M). FSGEX pays higher dividends than TBWAX: FSGEX (2.58) vs TBWAX (1.01). FSGEX was incepted earlier than TBWAX: FSGEX (17 years) vs TBWAX (11 years). TBWAX (1.56) is less costly to investors than FSGEX (0.01). TBWAX is a more actively managed with annual turnover of: 39.30 vs. FSGEX (8.00). 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 : 27.45 vs. TBWAX (13.79). FSGEX return over 5 years is better than : 56.06 vs. TBWAX (7.42).
| FSGEX | TBWAX | FSGEX / TBWAX | |
| Total Expense Ratio | 0.01 | 1.42 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.56 | 1% |
| Fund Existence | 17 years | 11 years | - |
| Gain YTD | 17.049 | 7.051 | 242% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77B | 473M | 16,279% |
| Annual Yield % from dividends | 2.58 | 1.01 | 257% |
| Returns for 1 year | 27.45 | 13.79 | 199% |
| Returns for 3 years | 74.00 | 42.31 | 175% |
| Returns for 5 years | 56.06 | 7.42 | 756% |
| Returns for 10 years | 133.91 | 83.95 | 160% |
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