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GUSTX vs SDGFX
GUSTX vs SDGFX Comparison
Open Charts GUSTX vs SDGFX
GUSTX vs SDGFX Comparison Chart in %
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GUSTX vs. SDGFX commentary
Aug 23, 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 GUSTX is a Hold and SDGFX is a Hold.
FUNDAMENTALS
Fundamentals
SDGFX has more cash in the bank: 588M vs. GUSTX (361M). GUSTX pays higher dividends than SDGFX: GUSTX (3.81) vs SDGFX (3.45). GUSTX was incepted earlier than SDGFX: GUSTX (17 years) vs SDGFX (12 years). SDGFX (0.33) is less costly to investors than GUSTX (0.12). SDGFX is a more actively managed with annual turnover of: 43.00 vs. GUSTX (0.00). SDGFX has a lower initial minimum investment than GUSTX: SDGFX (100000) vs GUSTX (1000000). GUSTX annual gain was more profitable for investors over the last year : 3.68 vs. SDGFX (3.09). GUSTX return over 5 years is better than : 17.08 vs. SDGFX (10.97).
| GUSTX | SDGFX | GUSTX / SDGFX | |
| Total Expense Ratio | 0.09 | 0.33 | 27% |
| Annual Report Gross Expense Ratio | 0.12 | 0.33 | 36% |
| Fund Existence | 17 years | 12 years | - |
| Gain YTD | 1.953 | 0.930 | 210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 361M | 588M | 61% |
| Annual Yield % from dividends | 3.81 | 3.45 | 110% |
| Returns for 1 year | 3.68 | 3.09 | 119% |
| Returns for 3 years | 12.68 | 15.22 | 83% |
| Returns for 5 years | 17.08 | 10.97 | 156% |
| Returns for 10 years | 25.25 | 20.11 | 126% |
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