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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 03, 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 Buy and SGGDX is a Hold.
FUNDAMENTALS
Fundamentals
SGGDX has more cash in the bank: 5.24B vs. AGGWX (1.69B). 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. AGGWX annual gain was more profitable for investors over the last year : 62.11 vs. SGGDX (58.21). SGGDX return over 5 years is better than : 146.50 vs. AGGWX (134.48).
| 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 | 0.704 | 3.992 | 18% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 5.24B | 32% |
| Annual Yield % from dividends | 0.44 | 1.02 | 43% |
| Returns for 1 year | 62.11 | 58.21 | 107% |
| Returns for 3 years | 191.91 | 161.67 | 119% |
| Returns for 5 years | 134.48 | 146.50 | 92% |
| Returns for 10 years | 245.15 | 263.77 | 93% |
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