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FISAX vs SDGFX
FISAX vs SDGFX Comparison Chart in %
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FISAX vs. SDGFX commentary
Nov 21, 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 FISAX is a Hold and SDGFX is a Hold.
FUNDAMENTALS
Fundamentals
SDGFX has more cash in the bank: 591M vs. FISAX (380M). FISAX pays higher dividends than SDGFX: FISAX (4.72) vs SDGFX (3.42). FISAX was incepted earlier than SDGFX: FISAX (38 years) vs SDGFX (11 years). FISAX (0.99) is less costly to investors than SDGFX (0.32). FISAX has a lower initial minimum investment than SDGFX: FISAX (1000) vs SDGFX (100000). SDGFX annual gain was more profitable for investors over the last year : 5.36 vs. FISAX (4.98). FISAX return over 5 years is better than : 10.01 vs. SDGFX (8.97).
| FISAX | SDGFX | FISAX / SDGFX | |
| Total Expense Ratio | 0.84 | 0.32 | 263% |
| Annual Report Gross Expense Ratio | 0.99 | 0.32 | 309% |
| Fund Existence | 38 years | 11 years | - |
| Gain YTD | 3.986 | 4.444 | 90% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 380M | 591M | 64% |
| Annual Yield % from dividends | 4.72 | 3.42 | 138% |
| Returns for 1 year | 4.98 | 5.36 | 93% |
| Returns for 3 years | 14.34 | 15.19 | 94% |
| Returns for 5 years | 10.01 | 8.97 | 112% |
| Returns for 10 years | 14.24 | 19.91 | 71% |
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