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CCIZX vs SGTRX
CCIZX vs SGTRX Comparison
Open Charts CCIZX vs SGTRX
CCIZX vs SGTRX Comparison Chart in %
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CCIZX vs. SGTRX commentary
Sep 23, 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 Hold and SGTRX is a Hold.
FUNDAMENTALS
Fundamentals
CCIZX has more cash in the bank: 28.9B vs. SGTRX (4.64B). 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: 47.00 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 : 52.17 vs. SGTRX (47.74). CCIZX return over 5 years is better than : 104.22 vs. SGTRX (85.40).
| 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 | 55.712 | 53.157 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.9B | 4.64B | 622% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 52.17 | 47.74 | 109% |
| Returns for 3 years | 148.92 | 124.92 | 119% |
| Returns for 5 years | 104.22 | 85.40 | 122% |
| Returns for 10 years | 348.96 | 302.37 | 115% |
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