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SGDIX vs SGGDX
SGDIX vs SGGDX Comparison
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SGDIX vs SGGDX Comparison Chart in %
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SGDIX vs. SGGDX commentary
Jul 01, 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 SGDIX is a Hold and SGGDX is a Hold.
FUNDAMENTALS
Fundamentals
SGGDX has more cash in the bank: 4.58B vs. SGDIX (1.5B). SGGDX pays higher dividends than SGDIX: SGGDX (1.02) vs SGDIX (0.00). SGDIX was incepted earlier than SGGDX: SGDIX (7 years) vs SGGDX (33 years). SGGDX (1.14) is less costly to investors than SGDIX (1.06). SGDIX is a more actively managed with annual turnover of: 37.00 vs. SGGDX (15.34). SGGDX has a lower initial minimum investment than SGDIX: SGGDX (2500) vs SGDIX (1000000). SGDIX annual gain was more profitable for investors over the last year : 55.11 vs. SGGDX (41.40). SGDIX (135.29) and SGGDX (135.01) have equivalent 5 years return.
| SGDIX | SGGDX | SGDIX / SGGDX | |
| Total Expense Ratio | 1.06 | 1.14 | 93% |
| Annual Report Gross Expense Ratio | 1.06 | 1.14 | 93% |
| Fund Existence | 7 years | 33 years | - |
| Gain YTD | -8.086 | -9.191 | 88% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 4.58B | 33% |
| Annual Yield % from dividends | 0.00 | 1.02 | - |
| Returns for 1 year | 55.11 | 41.40 | 133% |
| Returns for 3 years | 178.47 | 138.21 | 129% |
| Returns for 5 years | 135.29 | 135.01 | 100% |
| Returns for 10 years | 1305.36 | 178.52 | 731% |
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