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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
Jun 04, 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 Buy.
FUNDAMENTALS
Fundamentals
GFAFX has more cash in the bank: 338B vs. SGZFX (85.1M). 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 : 27.03 vs. GFAFX (14.87). SGZFX return over 5 years is better than : 57.43 vs. GFAFX (24.95).
| 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 | 10.425 | 11.755 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 338B | 85.1M | 397,180% |
| Annual Yield % from dividends | 0.20 | 0.00 | - |
| Returns for 1 year | 14.87 | 27.03 | 55% |
| Returns for 3 years | 53.27 | 71.89 | 74% |
| Returns for 5 years | 24.95 | 57.43 | 43% |
| Returns for 10 years | 112.87 | N/A | - |
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