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EPGFX vs SGGDX
EPGFX vs SGGDX Comparison
Open Charts EPGFX vs SGGDX
EPGFX vs SGGDX Comparison Chart in %
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EPGFX vs. SGGDX commentary
Sep 13, 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 EPGFX is a Hold and SGGDX is a Buy.
FUNDAMENTALS
Fundamentals
SGGDX has more cash in the bank: 5.57B vs. EPGFX (647M). EPGFX pays higher dividends than SGGDX: EPGFX (5.79) vs SGGDX (0.96). EPGFX was incepted earlier than SGGDX: EPGFX (13 years) vs SGGDX (33 years). EPGFX (1.33) is less costly to investors than SGGDX (1.14). EPGFX is a more actively managed with annual turnover of: 26.00 vs. SGGDX (15.34). SGGDX initial investment is less costly to investors than EPGFX (5%) vs EPGFX (5%). EPGFX (2500) and SGGDX (2500) have matching initial minimum investment requirements. EPGFX (39.29) and SGGDX (38.04) have marching annual gain over last year. SGGDX return over 5 years is better than : 197.93 vs. EPGFX (156.40).
| EPGFX | SGGDX | EPGFX / SGGDX | |
| Total Expense Ratio | 1.33 | 1.14 | 117% |
| Annual Report Gross Expense Ratio | 1.33 | 1.14 | 117% |
| Fund Existence | 13 years | 33 years | - |
| Gain YTD | 15.747 | 10.872 | 145% |
| Front Load | 5% | 5% | 90% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 647M | 5.57B | 12% |
| Annual Yield % from dividends | 5.79 | 0.96 | 605% |
| Returns for 1 year | 39.29 | 38.04 | 103% |
| Returns for 3 years | 200.61 | 198.66 | 101% |
| Returns for 5 years | 156.40 | 197.93 | 79% |
| Returns for 10 years | 206.37 | 265.83 | 78% |
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