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EPGFX vs SGGDX
EPGFX vs SGGDX Comparison
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EPGFX vs SGGDX Comparison Chart in %
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EPGFX vs. SGGDX commentary
Jul 28, 2025
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 EPGFX is a Hold and SGGDX is a Hold.
FUNDAMENTALS
Fundamentals
SGGDX has more cash in the bank: 3.75B vs. EPGFX (345M). EPGFX pays higher dividends than SGGDX: EPGFX (7.08) vs SGGDX (3.58). EPGFX was incepted earlier than SGGDX: EPGFX (12 years) vs SGGDX (32 years). EPGFX (1.37) is less costly to investors than SGGDX (1.16). SGGDX is a more actively managed with annual turnover of: 60.97 vs. EPGFX (26.00). SGGDX initial investment is less costly to investors than EPGFX (5%) vs EPGFX (5%). EPGFX (2500) and SGGDX (2500) have matching initial minimum investment requirements. EPGFX annual gain was more profitable for investors over the last year : 48.54 vs. SGGDX (46.14). SGGDX return over 5 years is better than : 49.14 vs. EPGFX (20.77).
| EPGFX | SGGDX | EPGFX / SGGDX | |
| Total Expense Ratio | 1.37 | 1.16 | 118% |
| Annual Report Gross Expense Ratio | 1.37 | 1.16 | 118% |
| Fund Existence | 12 years | 32 years | - |
| Gain YTD | 54.121 | 49.486 | 109% |
| Front Load | 5% | 5% | 90% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 345M | 3.75B | 9% |
| Annual Yield % from dividends | 7.08 | 3.58 | 198% |
| Returns for 1 year | 48.54 | 46.14 | 105% |
| Returns for 3 years | 92.48 | 106.10 | 87% |
| Returns for 5 years | 20.77 | 49.14 | 42% |
| Returns for 10 years | 269.55 | 253.57 | 106% |
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