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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
Jun 24, 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: 74.3B vs. TBWAX (463M). FSGEX pays higher dividends than TBWAX: FSGEX (2.64) vs TBWAX (1.04). 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 : 34.02 vs. TBWAX (11.84). FSGEX return over 5 years is better than : 55.31 vs. TBWAX (3.33).
| 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 | 16.339 | 1.465 | 1,115% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.3B | 463M | 16,048% |
| Annual Yield % from dividends | 2.64 | 1.04 | 254% |
| Returns for 1 year | 34.02 | 11.84 | 287% |
| Returns for 3 years | 74.50 | 35.68 | 209% |
| Returns for 5 years | 55.31 | 3.33 | 1,663% |
| Returns for 10 years | 157.68 | 94.34 | 167% |
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