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SPWIX vs VEXRX
SPWIX vs VEXRX Comparison
Open Charts SPWIX vs VEXRX
SEI Small Cap Growth I (SIMT)
Price$34.39
Change-$0.20 (-0.58%)
VolumeN/A
CapitalizationN/A
Vanguard Explorer Adm
Price$114.22
Change-$0.76 (-0.66%)
VolumeN/A
CapitalizationN/A
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SPWIX vs VEXRX Comparison Chart
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SPWIX vs. VEXRX commentary
Sep 21, 2024
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 SPWIX is a Buy and VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 22.6B vs. SPWIX (365M). VEXRX pays higher dividends than SPWIX: VEXRX (0.58) vs SPWIX (0.00). SPWIX was incepted earlier than VEXRX: SPWIX (23 years) vs VEXRX (23 years). SPWIX is a more actively managed with annual turnover of: 175.00 vs. VEXRX (40.00). VEXRX has a lower initial minimum investment than SPWIX: VEXRX (50000) vs SPWIX (100000). SPWIX (23.82) and VEXRX (22.97) have marching annual gain over last year. VEXRX return over 5 years is better than : 20.98 vs. SPWIX (8.57).
| SPWIX | VEXRX | SPWIX / VEXRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 12.650 | 11.382 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 50000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 365M | 22.6B | 2% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | 23.82 | 22.97 | 104% |
| Returns for 3 years | -23.59 | -15.06 | 157% |
| Returns for 5 years | 8.57 | 20.98 | 41% |
| Returns for 10 years | 29.90 | 20.61 | 145% |
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