SFGIX
Price
$17.52
Change
+$0.21 (+1.21%)
Updated
Aug 25 closing price
Net Assets
3.64B
VEMAX
Price
$50.21
Change
+$0.58 (+1.17%)
Updated
Aug 25 closing price
Net Assets
162.03B
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SFGIX vs VEMAX

SFGIX vs VEMAX Comparison Chart in %
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SFGIX vs. VEMAX commentary
Aug 26, 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 SFGIX is a Hold and VEMAX is a Hold.

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FUNDAMENTALS
Fundamentals
VEMAX has more cash in the bank: 162B vs. SFGIX (3.64B). SFGIX pays higher dividends than VEMAX: SFGIX (4.72) vs VEMAX (2.32). SFGIX was incepted earlier than VEMAX: SFGIX (15 years) vs VEMAX (20 years). SFGIX (0.97) is less costly to investors than VEMAX (0.13). SFGIX is a more actively managed with annual turnover of: 18.00 vs. VEMAX (6.00). SFGIX has a lower initial minimum investment than VEMAX: SFGIX (2500) vs VEMAX (3000). SFGIX annual gain was more profitable for investors over the last year : 32.10 vs. VEMAX (16.83). SFGIX return over 5 years is better than : 32.27 vs. VEMAX (30.52).
SFGIXVEMAXSFGIX / VEMAX
Total Expense Ratio0.970.13746%
Annual Report Gross Expense Ratio0.970.13746%
Fund Existence15 years20 years-
Gain YTD20.66711.327182%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets3.64B162B2%
Annual Yield % from dividends4.722.32204%
Returns for 1 year32.1016.83191%
Returns for 3 years58.7957.87102%
Returns for 5 years32.2730.52106%
Returns for 10 years84.0688.3595%
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