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SDGFX vs TWARX
SDGFX vs TWARX Comparison Chart in %
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SDGFX vs. TWARX commentary
Nov 21, 2025
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 SDGFX is a Hold and TWARX is a Hold.
FUNDAMENTALS
Fundamentals
SDGFX has more cash in the bank: 592M vs. TWARX (196M). SDGFX (3.42) and TWARX (3.27) have matching dividends . SDGFX was incepted earlier than TWARX: SDGFX (11 years) vs TWARX (16 years). TWARX (1.04) is less costly to investors than SDGFX (0.32). TWARX has a lower initial minimum investment than SDGFX: TWARX (2500) vs SDGFX (100000). SDGFX annual gain was more profitable for investors over the last year : 5.36 vs. TWARX (4.48). SDGFX return over 5 years is better than : 8.97 vs. TWARX (4.19).
| SDGFX | TWARX | SDGFX / TWARX | |
| Total Expense Ratio | 0.32 | 1.04 | 31% |
| Annual Report Gross Expense Ratio | 0.32 | 1.04 | 31% |
| Fund Existence | 11 years | 16 years | - |
| Gain YTD | 4.444 | 3.773 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 592M | 196M | 302% |
| Annual Yield % from dividends | 3.42 | 3.27 | 105% |
| Returns for 1 year | 5.36 | 4.48 | 120% |
| Returns for 3 years | 15.07 | 10.77 | 140% |
| Returns for 5 years | 8.97 | 4.19 | 214% |
| Returns for 10 years | 19.91 | 9.59 | 208% |
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