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GFAFX vs SGZFX
GFAFX vs SGZFX Comparison
Open Charts GFAFX vs SGZFX
GFAFX vs SGZFX Comparison Chart in %
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GFAFX vs. SGZFX commentary
Jul 30, 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 GFAFX is a Hold and SGZFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
GFAFX has more cash in the bank: 357B vs. SGZFX (78.5M). GFAFX pays higher dividends than SGZFX: GFAFX (0.20) vs SGZFX (0.00). GFAFX was incepted earlier than SGZFX: GFAFX (25 years) vs SGZFX (9 years). SGZFX (0.75) is less costly to investors than GFAFX (0.65). GFAFX is a more actively managed with annual turnover of: 32.00 vs. SGZFX (8.00). GFAFX has a lower initial minimum investment than SGZFX: GFAFX (250) vs SGZFX (1000). SGZFX annual gain was more profitable for investors over the last year : 6.47 vs. GFAFX (-1.47). SGZFX return over 5 years is better than : 33.41 vs. GFAFX (9.71).
| GFAFX | SGZFX | GFAFX / SGZFX | |
| Total Expense Ratio | 0.65 | 0.75 | 87% |
| Annual Report Gross Expense Ratio | 0.65 | 0.75 | 87% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 2.399 | 2.549 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 357B | 78.5M | 454,777% |
| Annual Yield % from dividends | 0.20 | 0.00 | - |
| Returns for 1 year | -1.47 | 6.47 | -23% |
| Returns for 3 years | 31.37 | 48.84 | 64% |
| Returns for 5 years | 9.71 | 33.41 | 29% |
| Returns for 10 years | 91.88 | N/A | - |
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