Ad is loading...
EPGIX vs SGGDX
EPGIX vs SGGDX Comparison
Open Charts EPGIX vs SGGDX
EPGIX vs SGGDX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
EPGIX vs. SGGDX commentary
Apr 25, 2025
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 EPGIX is a Buy and SGGDX is a Buy.
FUNDAMENTALS
Fundamentals
SGGDX has more cash in the bank: 3.51B vs. EPGIX (298M). EPGIX pays higher dividends than SGGDX: EPGIX (8.43) vs SGGDX (4.00). EPGIX was incepted earlier than SGGDX: EPGIX (6 years) vs SGGDX (32 years). SGGDX (1.16) and EPGIX (1.12) have similar cost to investors . SGGDX is a more actively managed with annual turnover of: 60.97 vs. EPGIX (26.00). SGGDX has a lower initial minimum investment than EPGIX: SGGDX (2500) vs EPGIX (5000). SGGDX annual gain was more profitable for investors over the last year : 49.63 vs. EPGIX (37.71). SGGDX return over 5 years is better than : 64.99 vs. EPGIX (44.21).
| EPGIX | SGGDX | EPGIX / SGGDX | |
| Total Expense Ratio | 1.12 | 1.16 | 97% |
| Annual Report Gross Expense Ratio | 1.12 | 1.16 | 97% |
| Fund Existence | 6 years | 32 years | - |
| Gain YTD | 34.264 | 42.174 | 81% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000 | 2500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 298M | 3.51B | 8% |
| Annual Yield % from dividends | 8.43 | 4.00 | 211% |
| Returns for 1 year | 37.71 | 49.63 | 76% |
| Returns for 3 years | 20.94 | 54.60 | 38% |
| Returns for 5 years | 44.21 | 64.99 | 68% |
| Returns for 10 years | N/A | 163.53 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers