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INIVX vs SGGDX
INIVX vs SGGDX Comparison
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INIVX vs SGGDX Comparison Chart in %
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INIVX vs. SGGDX 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 INIVX is a Hold and SGGDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SGGDX has more cash in the bank: 6B vs. INIVX (1.83B). INIVX pays higher dividends than SGGDX: INIVX (6.49) vs SGGDX (1.20). INIVX was incepted earlier than SGGDX: INIVX (71 years) vs SGGDX (33 years). INIVX (1.31) is less costly to investors than SGGDX (1.14). INIVX is a more actively managed with annual turnover of: 30.00 vs. SGGDX (15.34). INIVX initial investment is less costly to investors than SGGDX (5%) vs SGGDX (5%). INIVX has a lower initial minimum investment than SGGDX: INIVX (1000) vs SGGDX (2500). INIVX annual gain was more profitable for investors over the last year : 89.23 vs. SGGDX (68.49). INIVX return over 5 years is better than : 284.04 vs. SGGDX (222.32).
| INIVX | SGGDX | INIVX / SGGDX | |
| Total Expense Ratio | 1.31 | 1.14 | 115% |
| Annual Report Gross Expense Ratio | 1.31 | 1.14 | 115% |
| Fund Existence | 71 years | 33 years | - |
| Gain YTD | 25.096 | 18.067 | 139% |
| Front Load | 6% | 5% | 115% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.83B | 6B | 30% |
| Annual Yield % from dividends | 6.49 | 1.20 | 543% |
| Returns for 1 year | 89.23 | 68.49 | 130% |
| Returns for 3 years | 326.31 | 222.59 | 147% |
| Returns for 5 years | 284.04 | 222.32 | 128% |
| Returns for 10 years | 312.37 | 259.99 | 120% |
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