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SEWIX vs VGPMX
SEWIX vs VGPMX Comparison
Open Charts SEWIX vs VGPMX
NAA World Equity Income Instl
Price$18.27
Change-$0.08 (-0.44%)
VolumeN/A
Net Assets47.56M
Vanguard Global Capital Cycles Investor
Price$18.70
Change-$0.19 (-1.01%)
VolumeN/A
Net Assets2.34B
SEWIX vs VGPMX Comparison Chart in %
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SEWIX vs. VGPMX commentary
Oct 09, 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 Buy.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 2.34B vs. SEWIX (47.6M). SEWIX pays higher dividends than VGPMX: SEWIX (2.28) vs VGPMX (1.70). 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 : 33.87 vs. SEWIX (9.61). VGPMX return over 5 years is better than : 123.30 vs. SEWIX (33.59).
| 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 | 17.315 | 49.578 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.6M | 2.34B | 2% |
| Annual Yield % from dividends | 2.28 | 1.70 | 134% |
| Returns for 1 year | 9.61 | 33.87 | 28% |
| Returns for 3 years | 55.25 | 87.27 | 63% |
| Returns for 5 years | 33.59 | 123.30 | 27% |
| Returns for 10 years | 71.58 | 154.16 | 46% |
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