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SPWAX vs VSGAX
SPWAX vs VSGAX Comparison
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SPWAX vs VSGAX Comparison Chart in %
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SPWAX vs. VSGAX commentary
Aug 23, 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 SPWAX is a Hold and VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 43.9B vs. SPWAX (547M). VSGAX pays higher dividends than SPWAX: VSGAX (0.44) vs SPWAX (0.00). SPWAX was incepted earlier than VSGAX: SPWAX (15 years) vs VSGAX (15 years). SPWAX (1.51) is less costly to investors than VSGAX (0.07). SPWAX is a more actively managed with annual turnover of: 35.00 vs. VSGAX (24.00). SPWAX has a lower initial minimum investment than VSGAX: SPWAX (2500) vs VSGAX (3000). VSGAX annual gain was more profitable for investors over the last year : 26.40 vs. SPWAX (11.45). VSGAX return over 5 years is better than : 29.90 vs. SPWAX (-23.48).
| SPWAX | VSGAX | SPWAX / VSGAX | |
| Total Expense Ratio | 1.28 | 0.07 | 1,829% |
| Annual Report Gross Expense Ratio | 1.51 | 0.07 | 2,157% |
| Fund Existence | 15 years | 15 years | - |
| Gain YTD | 18.019 | 18.861 | 96% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 547M | 43.9B | 1% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | 11.45 | 26.40 | 43% |
| Returns for 3 years | 34.83 | 62.74 | 56% |
| Returns for 5 years | -23.48 | 29.90 | -79% |
| Returns for 10 years | -9.77 | 176.24 | -6% |
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