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SPWAX vs VSGIX
SPWAX vs VSGIX Comparison
Open Charts SPWAX vs VSGIX
SPWAX vs VSGIX Comparison Chart in %
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SPWAX vs. VSGIX commentary
Jun 24, 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 VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 45.5B vs. SPWAX (531M). VSGIX pays higher dividends than SPWAX: VSGIX (0.45) vs SPWAX (0.00). SPWAX was incepted earlier than VSGIX: SPWAX (14 years) vs VSGIX (26 years). SPWAX (1.51) is less costly to investors than VSGIX (0.05). SPWAX is a more actively managed with annual turnover of: 35.00 vs. VSGIX (24.00). SPWAX has a lower initial minimum investment than VSGIX: SPWAX (2500) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 31.96 vs. SPWAX (16.48). VSGIX return over 5 years is better than : 24.80 vs. SPWAX (-25.76).
| SPWAX | VSGIX | SPWAX / VSGIX | |
| Total Expense Ratio | 1.28 | 0.05 | 2,560% |
| Annual Report Gross Expense Ratio | 1.51 | 0.05 | 3,020% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | 14.688 | 18.655 | 79% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 531M | 45.5B | 1% |
| Annual Yield % from dividends | 0.00 | 0.45 | - |
| Returns for 1 year | 16.48 | 31.96 | 52% |
| Returns for 3 years | 33.90 | 63.34 | 54% |
| Returns for 5 years | -25.76 | 24.80 | -104% |
| Returns for 10 years | -3.06 | 203.25 | -2% |
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