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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
Jul 14, 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 Hold and SGGDX is a Hold.
FUNDAMENTALS
Fundamentals
SGGDX has more cash in the bank: 4.62B vs. AGGWX (1.45B). SGGDX pays higher dividends than AGGWX: SGGDX (1.19) vs AGGWX (0.41). 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 : 44.89 vs. SGGDX (37.80). AGGWX (125.36) and SGGDX (125.03) have equivalent 5 years return.
| 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 | -12.250 | -11.117 | 110% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.45B | 4.62B | 31% |
| Annual Yield % from dividends | 0.41 | 1.19 | 35% |
| Returns for 1 year | 44.89 | 37.80 | 119% |
| Returns for 3 years | 154.25 | 123.56 | 125% |
| Returns for 5 years | 125.36 | 125.03 | 100% |
| Returns for 10 years | 155.23 | 164.91 | 94% |
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