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SDGFX vs TWAVX
SDGFX vs TWAVX Comparison
Open Charts SDGFX vs TWAVX
SDGFX vs TWAVX Comparison Chart in %
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SDGFX vs. TWAVX commentary
Sep 15, 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 SDGFX is a Hold and TWAVX is a Hold.
FUNDAMENTALS
Fundamentals
SDGFX has more cash in the bank: 586M vs. TWAVX (179M). SDGFX (3.45) and TWAVX (3.34) have matching dividends . SDGFX was incepted earlier than TWAVX: SDGFX (12 years) vs TWAVX (28 years). TWAVX (0.80) is less costly to investors than SDGFX (0.33). TWAVX is a more actively managed with annual turnover of: 210.00 vs. SDGFX (43.00). 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 : 1.98 vs. TWAVX (1.12). SDGFX return over 5 years is better than : 10.35 vs. TWAVX (5.82).
| SDGFX | TWAVX | SDGFX / TWAVX | |
| Total Expense Ratio | 0.33 | 0.80 | 41% |
| Annual Report Gross Expense Ratio | 0.33 | 0.80 | 41% |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | 0.529 | 0.119 | 445% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 586M | 179M | 327% |
| Annual Yield % from dividends | 3.45 | 3.34 | 103% |
| Returns for 1 year | 1.98 | 1.12 | 176% |
| Returns for 3 years | 14.23 | 11.31 | 126% |
| Returns for 5 years | 10.35 | 5.82 | 178% |
| Returns for 10 years | 19.52 | 12.76 | 153% |
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