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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
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 CAIFX is a Hold and SGENX is a Buy.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 128B vs. SGENX (74.6B). SGENX pays higher dividends than CAIFX: SGENX (3.15) vs CAIFX (2.91). 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 : 16.95 vs. CAIFX (11.32). CAIFX (35.20) and SGENX (34.11) have equivalent 5 years return.
| 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 | 6.288 | 5.853 | 107% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 74.6B | 172% |
| Annual Yield % from dividends | 2.91 | 3.15 | 92% |
| Returns for 1 year | 11.32 | 16.95 | 67% |
| Returns for 3 years | 41.28 | 47.13 | 88% |
| Returns for 5 years | 35.20 | 34.11 | 103% |
| Returns for 10 years | 65.35 | 71.76 | 91% |
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