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FISAX vs SDGFX
FISAX vs SDGFX Comparison
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FISAX vs SDGFX Comparison Chart in %
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FISAX vs. SDGFX commentary
Sep 12, 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 FISAX is a Hold and SDGFX is a Hold.
FUNDAMENTALS
Fundamentals
SDGFX has more cash in the bank: 588M vs. FISAX (414M). FISAX pays higher dividends than SDGFX: FISAX (4.22) vs SDGFX (3.45). FISAX was incepted earlier than SDGFX: FISAX (39 years) vs SDGFX (12 years). FISAX (0.99) is less costly to investors than SDGFX (0.33). SDGFX is a more actively managed with annual turnover of: 43.00 vs. FISAX (14.82). FISAX has a lower initial minimum investment than SDGFX: FISAX (1000) vs SDGFX (100000). FISAX annual gain was more profitable for investors over the last year : 2.63 vs. SDGFX (2.38). FISAX return over 5 years is better than : 11.97 vs. SDGFX (10.79).
| FISAX | SDGFX | FISAX / SDGFX | |
| Total Expense Ratio | 0.84 | 0.33 | 255% |
| Annual Report Gross Expense Ratio | 0.99 | 0.33 | 300% |
| Fund Existence | 39 years | 12 years | - |
| Gain YTD | 1.501 | 0.928 | 162% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 414M | 588M | 70% |
| Annual Yield % from dividends | 4.22 | 3.45 | 122% |
| Returns for 1 year | 2.63 | 2.38 | 111% |
| Returns for 3 years | 14.51 | 14.68 | 99% |
| Returns for 5 years | 11.97 | 10.79 | 111% |
| Returns for 10 years | 17.08 | 19.99 | 85% |
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