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FIGIX vs SDGFX
FIGIX vs SDGFX Comparison
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FIGIX vs. SDGFX commentary
Sep 15, 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 FIGIX is a Hold and SDGFX is a Hold.
FUNDAMENTALS
Fundamentals
SDGFX has more cash in the bank: 586M vs. FIGIX (100M). SDGFX (3.45) and FIGIX (3.43) have matching dividends . FIGIX was incepted earlier than SDGFX: FIGIX (34 years) vs SDGFX (12 years). FIGIX (1.14) is less costly to investors than SDGFX (0.33). FIGIX is a more actively managed with annual turnover of: 55.00 vs. SDGFX (43.00). SDGFX has a lower initial minimum investment than FIGIX: SDGFX (100000) vs FIGIX (1000000). SDGFX annual gain was more profitable for investors over the last year : 1.98 vs. FIGIX (-0.57). SDGFX return over 5 years is better than : 10.35 vs. FIGIX (-1.68).
| FIGIX | SDGFX | FIGIX / SDGFX | |
| Total Expense Ratio | 0.83 | 0.33 | 252% |
| Annual Report Gross Expense Ratio | 1.14 | 0.33 | 345% |
| Fund Existence | 34 years | 12 years | - |
| Gain YTD | -1.505 | 0.529 | -284% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 100M | 586M | 17% |
| Annual Yield % from dividends | 3.43 | 3.45 | 99% |
| Returns for 1 year | -0.57 | 1.98 | -29% |
| Returns for 3 years | 9.72 | 14.23 | 68% |
| Returns for 5 years | -1.68 | 10.35 | -16% |
| Returns for 10 years | 6.12 | 19.52 | 31% |
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