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AGGWX vs SGGDX
AGGWX vs SGGDX Comparison
Open Charts AGGWX vs SGGDX
AGGWX vs SGGDX Comparison Chart in %
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AGGWX vs. SGGDX commentary
Jun 16, 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 AGGWX is a StrongBuy and SGGDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SGGDX has more cash in the bank: 4.85B vs. AGGWX (1.55B). SGGDX pays higher dividends than AGGWX: SGGDX (1.02) vs AGGWX (0.44). AGGWX was incepted earlier than SGGDX: AGGWX (19 years) vs SGGDX (33 years). AGGWX (1.16) and SGGDX (1.14) have similar cost to investors . AGGWX is a more actively managed with annual turnover of: 20.00 vs. SGGDX (15.34). AGGWX (2500) and SGGDX (2500) have matching initial minimum investment requirements. SGGDX annual gain was more profitable for investors over the last year : 49.98 vs. AGGWX (45.61). SGGDX return over 5 years is better than : 143.87 vs. AGGWX (124.69).
| AGGWX | SGGDX | AGGWX / SGGDX | |
| Total Expense Ratio | 1.16 | 1.14 | 102% |
| Annual Report Gross Expense Ratio | 1.16 | 1.14 | 102% |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | -7.221 | 0.473 | -1,528% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 4.85B | 32% |
| Annual Yield % from dividends | 0.44 | 1.02 | 43% |
| Returns for 1 year | 45.61 | 49.98 | 91% |
| Returns for 3 years | 172.30 | 154.60 | 111% |
| Returns for 5 years | 124.69 | 143.87 | 87% |
| Returns for 10 years | 209.25 | 240.36 | 87% |