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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
Aug 03, 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 (17.8B). SGOIX pays higher dividends than VFWPX: SGOIX (4.80) vs VFWPX (2.56). 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 (25.98) and SGOIX (25.54) have marching annual gain over last year. SGOIX return over 5 years is better than : 48.86 vs. VFWPX (38.69).
| 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 | 11.271 | 13.189 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.8B | 94.6B | 19% |
| Annual Yield % from dividends | 4.80 | 2.56 | 188% |
| Returns for 1 year | 25.54 | 25.98 | 98% |
| Returns for 3 years | 58.01 | 52.56 | 110% |
| Returns for 5 years | 48.86 | 38.69 | 126% |
| Returns for 10 years | 75.66 | 101.66 | 74% |
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