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SPWAX vs VSGIX
SPWAX vs VSGIX Comparison
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SPWAX vs VSGIX Comparison Chart in %
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SPWAX vs. VSGIX commentary
Jul 14, 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 Buy and VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 47B vs. SPWAX (538M). VSGIX pays higher dividends than SPWAX: VSGIX (0.42) 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 : 26.88 vs. SPWAX (11.08). VSGIX return over 5 years is better than : 27.73 vs. SPWAX (-24.35).
| 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 | 13.834 | 17.383 | 80% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 538M | 47B | 1% |
| Annual Yield % from dividends | 0.00 | 0.42 | - |
| Returns for 1 year | 11.08 | 26.88 | 41% |
| Returns for 3 years | 26.47 | 51.28 | 52% |
| Returns for 5 years | -24.35 | 27.73 | -88% |
| Returns for 10 years | -9.05 | 181.67 | -5% |
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