CIRCX
Price
$84.29
Change
-$0.22 (-0.26%)
Updated
Sep 8 closing price
Net Assets
130.39B
SGENX
Price
$89.74
Change
-$0.90 (-0.99%)
Updated
Sep 8 closing price
Net Assets
78.88B
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CIRCX vs SGENX

CIRCX vs SGENX Comparison Chart in %
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CIRCX vs. SGENX commentary
Sep 09, 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 CIRCX is a Hold and SGENX is a Buy.

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FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 130B vs. SGENX (78.9B). SGENX pays higher dividends than CIRCX: SGENX (3.03) vs CIRCX (1.93). CIRCX was incepted earlier than SGENX: CIRCX (25 years) vs SGENX (56 years). CIRCX (1.37) is less costly to investors than SGENX (1.10). CIRCX is a more actively managed with annual turnover of: 50.00 vs. SGENX (15.99). CIRCX has a lower initial minimum investment than SGENX: CIRCX (250) vs SGENX (2500). SGENX annual gain was more profitable for investors over the last year : 14.14 vs. CIRCX (9.16). SGENX return over 5 years is better than : 44.03 vs. CIRCX (37.95).
CIRCXSGENXCIRCX / SGENX
Total Expense Ratio1.371.10125%
Annual Report Gross Expense Ratio1.371.10125%
Fund Existence25 years56 years-
Gain YTD10.01911.52087%
Front LoadN/A5%-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets130B78.9B165%
Annual Yield % from dividends1.933.0364%
Returns for 1 year9.1614.1465%
Returns for 3 years42.7453.2280%
Returns for 5 years37.9544.0386%
Returns for 10 years84.1777.68108%
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