Interact to see
Advertisement
Advertisement
CCIZX vs SGTRX
CCIZX vs SGTRX Comparison
Open Charts CCIZX vs SGTRX
CCIZX vs SGTRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CCIZX vs. SGTRX commentary
Aug 15, 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 CCIZX is a Buy and SGTRX is a Buy.
FUNDAMENTALS
Fundamentals
CCIZX has more cash in the bank: 29.4B vs. SGTRX (4.75B). CCIZX (0.00) and SGTRX (0.00) have matching dividends . CCIZX was incepted earlier than SGTRX: CCIZX (16 years) vs SGTRX (23 years). SGTRX (1.53) is less costly to investors than CCIZX (0.91). CCIZX is a more actively managed with annual turnover of: 33.00 vs. SGTRX (25.00). SGTRX has a lower initial minimum investment than CCIZX: SGTRX (0) vs CCIZX (2000). CCIZX annual gain was more profitable for investors over the last year : 76.08 vs. SGTRX (69.96). CCIZX return over 5 years is better than : 110.61 vs. SGTRX (91.57).
| CCIZX | SGTRX | CCIZX / SGTRX | |
| Total Expense Ratio | 0.91 | 1.50 | 61% |
| Annual Report Gross Expense Ratio | 0.91 | 1.53 | 59% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 59.202 | 56.921 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.4B | 4.75B | 619% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 76.08 | 69.96 | 109% |
| Returns for 3 years | 147.13 | 123.50 | 119% |
| Returns for 5 years | 110.61 | 91.57 | 121% |
| Returns for 10 years | 372.01 | 323.91 | 115% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers