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SGOIX vs VFWPX
SGOIX vs VFWPX Comparison
Open Charts SGOIX vs VFWPX
SGOIX vs VFWPX Comparison Chart in %
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SGOIX vs. VFWPX commentary
Jul 14, 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 SGOIX is a Buy and VFWPX is a Hold.
FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 94.6B vs. SGOIX (17.4B). SGOIX pays higher dividends than VFWPX: SGOIX (4.98) vs VFWPX (2.54). SGOIX was incepted earlier than VFWPX: SGOIX (28 years) vs VFWPX (16 years). SGOIX (0.88) is less costly to investors than VFWPX (0.03). SGOIX is a more actively managed with annual turnover of: 12.34 vs. VFWPX (6.00). SGOIX has a lower initial minimum investment than VFWPX: SGOIX (1000000) vs VFWPX (100000000). VFWPX annual gain was more profitable for investors over the last year : 25.40 vs. SGOIX (20.25). SGOIX return over 5 years is better than : 42.22 vs. VFWPX (37.13).
| SGOIX | VFWPX | SGOIX / VFWPX | |
| Total Expense Ratio | 0.88 | 0.03 | 2,933% |
| Annual Report Gross Expense Ratio | 0.88 | 0.03 | 2,933% |
| Fund Existence | 28 years | 16 years | - |
| Gain YTD | 7.344 | 13.607 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 94.6B | 18% |
| Annual Yield % from dividends | 4.98 | 2.54 | 196% |
| Returns for 1 year | 20.25 | 25.40 | 80% |
| Returns for 3 years | 51.34 | 53.58 | 96% |
| Returns for 5 years | 42.22 | 37.13 | 114% |
| Returns for 10 years | 73.06 | 104.02 | 70% |
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