Interact to see
Advertisement
Advertisement
FSGEX vs TBWAX
FSGEX vs TBWAX Comparison
Open Charts FSGEX vs TBWAX
FSGEX vs TBWAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSGEX vs. TBWAX commentary
Jul 15, 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: 74.9B vs. TBWAX (465M). FSGEX pays higher dividends than TBWAX: FSGEX (2.63) vs TBWAX (1.05). 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 : 28.06 vs. TBWAX (12.15). FSGEX return over 5 years is better than : 53.66 vs. TBWAX (6.68).
| 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 | 14.153 | 3.480 | 407% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.9B | 465M | 16,108% |
| Annual Yield % from dividends | 2.63 | 1.05 | 251% |
| Returns for 1 year | 28.06 | 12.15 | 231% |
| Returns for 3 years | 64.20 | 33.38 | 192% |
| Returns for 5 years | 53.66 | 6.68 | 803% |
| Returns for 10 years | 137.49 | 88.94 | 155% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement