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EPGIX vs SGGDX
EPGIX vs SGGDX Comparison
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EPGIX vs SGGDX Comparison Chart in %
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EPGIX vs. SGGDX commentary
Jun 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 Hold and SGGDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SGGDX has more cash in the bank: 3.7B vs. EPGIX (328M). EPGIX pays higher dividends than SGGDX: EPGIX (7.58) vs SGGDX (3.67). EPGIX was incepted earlier than SGGDX: EPGIX (7 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 : 55.12 vs. EPGIX (46.12). SGGDX return over 5 years is better than : 70.64 vs. EPGIX (39.62).
| EPGIX | SGGDX | EPGIX / SGGDX | |
| Total Expense Ratio | 1.12 | 1.16 | 97% |
| Annual Report Gross Expense Ratio | 1.12 | 1.16 | 97% |
| Fund Existence | 7 years | 32 years | - |
| Gain YTD | 45.757 | 48.735 | 94% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000 | 2500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 328M | 3.7B | 9% |
| Annual Yield % from dividends | 7.58 | 3.67 | 207% |
| Returns for 1 year | 46.12 | 55.12 | 84% |
| Returns for 3 years | 60.47 | 80.68 | 75% |
| Returns for 5 years | 39.62 | 70.64 | 56% |
| Returns for 10 years | N/A | 190.93 | - |
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