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CAIFX vs SGENX
CAIFX vs SGENX Comparison
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CAIFX vs SGENX Comparison Chart in %
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CAIFX vs. SGENX commentary
Aug 20, 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 CAIFX is a Hold and SGENX is a Hold.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 130B vs. SGENX (77.2B). SGENX pays higher dividends than CAIFX: SGENX (3.14) vs CAIFX (2.88). CAIFX was incepted earlier than SGENX: CAIFX (18 years) vs SGENX (56 years). SGENX (1.10) is less costly to investors than CAIFX (0.37). CAIFX is a more actively managed with annual turnover of: 50.00 vs. SGENX (15.99). CAIFX has a lower initial minimum investment than SGENX: CAIFX (250) vs SGENX (2500). SGENX annual gain was more profitable for investors over the last year : 18.34 vs. CAIFX (11.91). SGENX return over 5 years is better than : 46.58 vs. CAIFX (42.75).
| CAIFX | SGENX | CAIFX / SGENX | |
| Total Expense Ratio | 0.37 | 1.10 | 34% |
| Annual Report Gross Expense Ratio | 0.37 | 1.10 | 34% |
| Fund Existence | 18 years | 56 years | - |
| Gain YTD | 11.393 | 11.744 | 97% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 77.2B | 168% |
| Annual Yield % from dividends | 2.88 | 3.14 | 92% |
| Returns for 1 year | 11.91 | 18.34 | 65% |
| Returns for 3 years | 48.38 | 55.14 | 88% |
| Returns for 5 years | 42.75 | 46.58 | 92% |
| Returns for 10 years | 71.46 | 74.66 | 96% |
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