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BGEIX vs SGGDX
BGEIX vs SGGDX Comparison
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BGEIX vs SGGDX Comparison Chart in %
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BGEIX vs. SGGDX commentary
Sep 13, 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 BGEIX is a Hold and SGGDX is a Buy.
FUNDAMENTALS
Fundamentals
SGGDX has more cash in the bank: 5.57B vs. BGEIX (1.82B). SGGDX pays higher dividends than BGEIX: SGGDX (0.96) vs BGEIX (0.70). BGEIX was incepted earlier than SGGDX: BGEIX (38 years) vs SGGDX (33 years). SGGDX (1.14) is less costly to investors than BGEIX (0.66). BGEIX is a more actively managed with annual turnover of: 20.00 vs. SGGDX (15.34). BGEIX (2500) and SGGDX (2500) have matching initial minimum investment requirements. BGEIX annual gain was more profitable for investors over the last year : 40.58 vs. SGGDX (38.04). BGEIX return over 5 years is better than : 223.60 vs. SGGDX (197.93).
| BGEIX | SGGDX | BGEIX / SGGDX | |
| Total Expense Ratio | 0.66 | 1.14 | 58% |
| Annual Report Gross Expense Ratio | 0.66 | 1.14 | 58% |
| Fund Existence | 38 years | 33 years | - |
| Gain YTD | 12.289 | 10.872 | 113% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 5.57B | 33% |
| Annual Yield % from dividends | 0.70 | 0.96 | 73% |
| Returns for 1 year | 40.58 | 38.04 | 107% |
| Returns for 3 years | 269.65 | 198.66 | 136% |
| Returns for 5 years | 223.60 | 197.93 | 113% |
| Returns for 10 years | 284.91 | 265.83 | 107% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BLGR | 32.24 | 0.28 | +0.87% |
| Bluemonte Large Cap Growth ETF | |||
| AVGE | 100.64 | 0.80 | +0.81% |
| Avantis All Equity Markets ETF | |||
| GAA | 36.14 | 0.12 | +0.33% |
| Cambria Global Asset Allocation ETF | |||
| VDI | 36.67 | N/A | N/A |
| Virtus International Dividend ETF | |||
| MATR | 28.06 | -0.08 | -0.28% |
| Harbor Multi-Asset Total Return ETF | |||