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SEWIX vs VGPMX
SEWIX vs VGPMX Comparison
Open Charts SEWIX vs VGPMX
NAA World Equity Income Instl
Price$18.87
Change+$0.23 (+1.23%)
VolumeN/A
Net Assets47.86M
Vanguard Global Capital Cycles Investor
Price$19.78
Change+$0.32 (+1.64%)
VolumeN/A
Net Assets2.47B
SEWIX vs VGPMX Comparison Chart in %
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SEWIX vs. VGPMX commentary
Nov 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 SEWIX is a Buy and VGPMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 2.47B vs. SEWIX (47.9M). SEWIX pays higher dividends than VGPMX: SEWIX (2.26) vs VGPMX (1.66). SEWIX was incepted earlier than VGPMX: SEWIX (15 years) vs VGPMX (42 years). SEWIX (1.24) is less costly to investors than VGPMX (0.44). SEWIX is a more actively managed with annual turnover of: 122.00 vs. VGPMX (32.00). VGPMX has a lower initial minimum investment than SEWIX: VGPMX (3000) vs SEWIX (2000000). VGPMX annual gain was more profitable for investors over the last year : 45.95 vs. SEWIX (9.28). VGPMX return over 5 years is better than : 120.46 vs. SEWIX (30.00).
| SEWIX | VGPMX | SEWIX / VGPMX | |
| Total Expense Ratio | 0.92 | 0.44 | 209% |
| Annual Report Gross Expense Ratio | 1.24 | 0.44 | 282% |
| Fund Existence | 15 years | 42 years | - |
| Gain YTD | 20.639 | 56.625 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.9M | 2.47B | 2% |
| Annual Yield % from dividends | 2.26 | 1.66 | 136% |
| Returns for 1 year | 9.28 | 45.95 | 20% |
| Returns for 3 years | 41.27 | 72.70 | 57% |
| Returns for 5 years | 30.00 | 120.46 | 25% |
| Returns for 10 years | 74.66 | 222.12 | 34% |
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