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SDGFX vs TWUSX
SDGFX vs TWUSX Comparison
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SDGFX vs TWUSX Comparison Chart in %
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SDGFX vs. TWUSX commentary
Jul 17, 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 TWUSX is a Hold.
FUNDAMENTALS
Fundamentals
SDGFX has more cash in the bank: 590M vs. TWUSX (183M). TWUSX (3.60) and SDGFX (3.45) have matching dividends . SDGFX was incepted earlier than TWUSX: SDGFX (12 years) vs TWUSX (44 years). TWUSX (0.54) is less costly to investors than SDGFX (0.33). TWUSX is a more actively managed with annual turnover of: 210.00 vs. SDGFX (43.00). TWUSX has a lower initial minimum investment than SDGFX: TWUSX (2500) vs SDGFX (100000). SDGFX annual gain was more profitable for investors over the last year : 3.49 vs. TWUSX (3.19). SDGFX return over 5 years is better than : 10.65 vs. TWUSX (7.62).
| SDGFX | TWUSX | SDGFX / TWUSX | |
| Total Expense Ratio | 0.33 | 0.54 | 61% |
| Annual Report Gross Expense Ratio | 0.33 | 0.54 | 61% |
| Fund Existence | 12 years | 44 years | - |
| Gain YTD | 0.638 | 0.554 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 590M | 183M | 322% |
| Annual Yield % from dividends | 3.45 | 3.60 | 96% |
| Returns for 1 year | 3.49 | 3.19 | 110% |
| Returns for 3 years | 14.82 | 12.44 | 119% |
| Returns for 5 years | 10.65 | 7.62 | 140% |
| Returns for 10 years | 19.78 | 15.93 | 124% |
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