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SCMIX vs SGTRX
SCMIX vs SGTRX Comparison
Open Charts SCMIX vs SGTRX
SCMIX vs SGTRX Comparison Chart in %
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SCMIX vs. SGTRX commentary
Jun 24, 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 SCMIX is a Hold and SGTRX is a Buy.
FUNDAMENTALS
Fundamentals
SCMIX has more cash in the bank: 30.1B vs. SGTRX (4.92B). SCMIX (0.00) and SGTRX (0.00) have matching dividends . SCMIX was incepted earlier than SGTRX: SCMIX (25 years) vs SGTRX (23 years). SGTRX (1.53) is less costly to investors than SCMIX (0.87). SCMIX is a more actively managed with annual turnover of: 33.00 vs. SGTRX (25.00). SCMIX (0) and SGTRX (0) have matching initial minimum investment requirements. SCMIX (97.99) and SGTRX (97.66) have marching annual gain over last year. SCMIX return over 5 years is better than : 105.58 vs. SGTRX (95.50).
| SCMIX | SGTRX | SCMIX / SGTRX | |
| Total Expense Ratio | 0.87 | 1.50 | 58% |
| Annual Report Gross Expense Ratio | 0.87 | 1.53 | 57% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 53.877 | 58.701 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.1B | 4.92B | 612% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 97.99 | 97.66 | 100% |
| Returns for 3 years | 146.41 | 132.36 | 111% |
| Returns for 5 years | 105.58 | 95.50 | 111% |
| Returns for 10 years | 413.16 | 380.20 | 109% |
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