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SDGFX vs TWAVX
SDGFX vs TWAVX Comparison Chart in %
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SDGFX vs. TWAVX 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 TWAVX is a Hold.
FUNDAMENTALS
Fundamentals
SDGFX has more cash in the bank: 591M vs. TWAVX (196M). TWAVX (3.52) and SDGFX (3.42) have matching dividends . SDGFX was incepted earlier than TWAVX: SDGFX (11 years) vs TWAVX (27 years). TWAVX (0.79) is less costly to investors than SDGFX (0.32). TWAVX has a lower initial minimum investment than SDGFX: TWAVX (2500) vs SDGFX (100000). SDGFX annual gain was more profitable for investors over the last year : 5.36 vs. TWAVX (4.86). SDGFX return over 5 years is better than : 8.97 vs. TWAVX (5.60).
| SDGFX | TWAVX | SDGFX / TWAVX | |
| Total Expense Ratio | 0.32 | 0.79 | 41% |
| Annual Report Gross Expense Ratio | 0.32 | 0.79 | 41% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 4.444 | 4.104 | 108% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 591M | 196M | 302% |
| Annual Yield % from dividends | 3.42 | 3.52 | 97% |
| Returns for 1 year | 5.36 | 4.86 | 110% |
| Returns for 3 years | 15.19 | 11.73 | 130% |
| Returns for 5 years | 8.97 | 5.60 | 160% |
| Returns for 10 years | 19.91 | 12.56 | 158% |
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