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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
Jul 11, 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 Buy and SGENX is a Buy.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 128B vs. SGENX (74.4B). SGENX pays higher dividends than CAIFX: SGENX (3.24) vs CAIFX (2.94). 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 : 13.98 vs. CAIFX (10.44). CAIFX return over 5 years is better than : 39.22 vs. SGENX (36.91).
| 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 | 8.808 | 6.176 | 143% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 74.4B | 172% |
| Annual Yield % from dividends | 2.94 | 3.24 | 91% |
| Returns for 1 year | 10.44 | 13.98 | 75% |
| Returns for 3 years | 42.52 | 44.16 | 96% |
| Returns for 5 years | 39.22 | 36.91 | 106% |
| Returns for 10 years | 67.85 | 70.65 | 96% |
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