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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
Jul 29, 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 Hold.
FUNDAMENTALS
Fundamentals
SGGDX has more cash in the bank: 3.75B vs. EPGIX (345M). EPGIX pays higher dividends than SGGDX: EPGIX (7.20) vs SGGDX (3.58). 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). EPGIX annual gain was more profitable for investors over the last year : 48.05 vs. SGGDX (42.95). SGGDX return over 5 years is better than : 42.67 vs. EPGIX (17.52).
| 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 | 54.350 | 46.877 | 116% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000 | 2500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 345M | 3.75B | 9% |
| Annual Yield % from dividends | 7.20 | 3.58 | 201% |
| Returns for 1 year | 48.05 | 42.95 | 112% |
| Returns for 3 years | 82.95 | 94.01 | 88% |
| Returns for 5 years | 17.52 | 42.67 | 41% |
| Returns for 10 years | N/A | 244.41 | - |
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