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SEWIX vs VGPMX
SEWIX vs VGPMX Comparison
Open Charts SEWIX vs VGPMX
NAA World Equity Income Instl
Price$17.92
Change-$0.06 (-0.33%)
VolumeN/A
Net Assets46.83M
Vanguard Global Capital Cycles Investor
Price$16.68
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets1.85B
SEWIX vs VGPMX Comparison Chart in %
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SEWIX vs. VGPMX commentary
Sep 01, 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: 1.85B vs. SEWIX (46.8M). SEWIX pays higher dividends than VGPMX: SEWIX (2.01) vs VGPMX (1.90). SEWIX was incepted earlier than VGPMX: SEWIX (14 years) vs VGPMX (41 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 : 22.63 vs. SEWIX (6.66). VGPMX return over 5 years is better than : 95.35 vs. SEWIX (28.55).
| SEWIX | VGPMX | SEWIX / VGPMX | |
| Total Expense Ratio | 0.92 | 0.44 | 209% |
| Annual Report Gross Expense Ratio | 1.24 | 0.44 | 282% |
| Fund Existence | 14 years | 41 years | - |
| Gain YTD | 13.861 | 32.079 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.8M | 1.85B | 3% |
| Annual Yield % from dividends | 2.01 | 1.90 | 106% |
| Returns for 1 year | 6.66 | 22.63 | 29% |
| Returns for 3 years | 38.68 | 58.22 | 66% |
| Returns for 5 years | 28.55 | 95.35 | 30% |
| Returns for 10 years | 73.19 | 148.61 | 49% |
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