SPWAX
Price
$13.82
Change
+$0.23 (+1.69%)
Updated
Aug 21 closing price
Net Assets
546.74M
VSGIX
Price
$100.96
Change
+$0.70 (+0.70%)
Updated
Aug 21 closing price
Net Assets
43.86B
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SPWAX vs VSGIX

SPWAX vs VSGIX Comparison Chart in %
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VS
SPWAX vs. VSGIX 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 VSGIX is a Buy.

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FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 43.9B vs. SPWAX (547M). VSGIX pays higher dividends than SPWAX: VSGIX (0.45) vs SPWAX (0.00). SPWAX was incepted earlier than VSGIX: SPWAX (15 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 : 26.41 vs. SPWAX (11.45). VSGIX return over 5 years is better than : 29.94 vs. SPWAX (-23.48).
SPWAXVSGIXSPWAX / VSGIX
Total Expense Ratio1.280.052,560%
Annual Report Gross Expense Ratio1.510.053,020%
Fund Existence15 years26 years-
Gain YTD18.01918.87995%
Front Load6%N/A-
Min. Initial Investment250050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets547M43.9B1%
Annual Yield % from dividends0.000.45-
Returns for 1 year11.4526.4143%
Returns for 3 years34.8362.7855%
Returns for 5 years-23.4829.94-78%
Returns for 10 years-9.77176.32-6%
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