SGTRX
Price
$131.96
Change
+$0.54 (+0.41%)
Updated
Jun 22 closing price
Net Assets
4.92B
VITAX
Price
$493.70
Change
+$1.55 (+0.31%)
Updated
Jun 22 closing price
Net Assets
170.1B
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SGTRX vs VITAX

SGTRX vs VITAX Comparison Chart in %
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SGTRX vs. VITAX commentary
Jun 24, 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 SGTRX is a Buy and VITAX is a Hold.

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FUNDAMENTALS
Fundamentals
VITAX has more cash in the bank: 170B vs. SGTRX (4.92B). VITAX pays higher dividends than SGTRX: VITAX (0.32) vs SGTRX (0.00). SGTRX was incepted earlier than VITAX: SGTRX (23 years) vs VITAX (22 years). SGTRX (1.53) is less costly to investors than VITAX (0.09). SGTRX is a more actively managed with annual turnover of: 25.00 vs. VITAX (8.00). SGTRX has a lower initial minimum investment than VITAX: SGTRX (0) vs VITAX (100000). SGTRX annual gain was more profitable for investors over the last year : 98.64 vs. VITAX (52.87). VITAX return over 5 years is better than : 146.46 vs. SGTRX (97.18).
SGTRXVITAXSGTRX / VITAX
Total Expense Ratio1.500.091,667%
Annual Report Gross Expense Ratio1.530.091,700%
Fund Existence23 years22 years-
Gain YTD58.05227.550211%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.92B170B3%
Annual Yield % from dividends0.000.32-
Returns for 1 year98.6452.87187%
Returns for 3 years131.41124.36106%
Returns for 5 years97.18146.4666%
Returns for 10 years378.24819.2246%
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