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FSGEX vs WLIVX
FSGEX vs WLIVX Comparison
Open Charts FSGEX vs WLIVX
FSGEX vs WLIVX Comparison Chart in %
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FSGEX vs. WLIVX commentary
Aug 23, 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 Buy and WLIVX is a Hold.
FUNDAMENTALS
Fundamentals
FSGEX has more cash in the bank: 74.8B vs. WLIVX (276M). FSGEX pays higher dividends than WLIVX: FSGEX (2.66) vs WLIVX (1.37). FSGEX was incepted earlier than WLIVX: FSGEX (17 years) vs WLIVX (6 years). WLIVX (1.88) is less costly to investors than FSGEX (0.01). WLIVX is a more actively managed with annual turnover of: 31.00 vs. FSGEX (8.00). FSGEX has a lower initial minimum investment than WLIVX: FSGEX (0) vs WLIVX (1000). WLIVX (28.05) and FSGEX (26.73) have marching annual gain over last year. WLIVX return over 5 years is better than : 64.55 vs. FSGEX (61.31).
| FSGEX | WLIVX | FSGEX / WLIVX | |
| Total Expense Ratio | 0.01 | 1.10 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.88 | 1% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | 16.393 | 16.067 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.8B | 276M | 27,101% |
| Annual Yield % from dividends | 2.66 | 1.37 | 195% |
| Returns for 1 year | 26.73 | 28.05 | 95% |
| Returns for 3 years | 76.97 | 104.24 | 74% |
| Returns for 5 years | 61.31 | 64.55 | 95% |
| Returns for 10 years | 133.22 | N/A | - |
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