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CAIBX vs SGENX
CAIBX vs SGENX Comparison
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CAIBX vs SGENX Comparison Chart in %
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CAIBX vs. SGENX commentary
Jun 08, 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 CAIBX is a Hold and SGENX is a Buy.
FUNDAMENTALS
Fundamentals
CAIBX has more cash in the bank: 128B vs. SGENX (74.6B). SGENX pays higher dividends than CAIBX: SGENX (3.15) vs CAIBX (2.73). CAIBX was incepted earlier than SGENX: CAIBX (39 years) vs SGENX (56 years). SGENX (1.10) is less costly to investors than CAIBX (0.58). CAIBX is a more actively managed with annual turnover of: 50.00 vs. SGENX (15.99). CAIBX initial investment is less costly to investors than SGENX (5%) vs SGENX (5%). CAIBX has a lower initial minimum investment than SGENX: CAIBX (250) vs SGENX (2500). SGENX annual gain was more profitable for investors over the last year : 16.95 vs. CAIBX (11.12). SGENX (34.11) and CAIBX (33.98) have equivalent 5 years return.
| CAIBX | SGENX | CAIBX / SGENX | |
| Total Expense Ratio | 0.58 | 1.10 | 53% |
| Annual Report Gross Expense Ratio | 0.58 | 1.10 | 53% |
| Fund Existence | 39 years | 56 years | - |
| Gain YTD | 6.202 | 5.853 | 106% |
| Front Load | 6% | 5% | 115% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 74.6B | 172% |
| Annual Yield % from dividends | 2.73 | 3.15 | 86% |
| Returns for 1 year | 11.12 | 16.95 | 66% |
| Returns for 3 years | 40.40 | 47.13 | 86% |
| Returns for 5 years | 33.98 | 34.11 | 100% |
| Returns for 10 years | 63.56 | 71.76 | 89% |
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