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SPWIX vs VEXRX
SPWIX vs VEXRX Comparison
Open Charts SPWIX vs VEXRX
SEI Small Cap Growth I (SIMT)
Price$37.52
Change-$0.59 (-1.55%)
VolumeN/A
CapitalizationN/A
Vanguard Explorer Adm
Price$120.50
Change-$1.33 (-1.09%)
VolumeN/A
CapitalizationN/A
SPWIX vs VEXRX Comparison Chart
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SPWIX vs. VEXRX commentary
Nov 13, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 22B vs. SPWIX (327M). 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 annual gain was more profitable for investors over the last year : 46.73 vs. VEXRX (37.12). VEXRX return over 5 years is better than : 25.29 vs. SPWIX (19.15).
| 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 | 25.333 | 18.018 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 50000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 327M | 22B | 1% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | 46.73 | 37.12 | 126% |
| Returns for 3 years | -20.27 | -16.54 | 123% |
| Returns for 5 years | 19.15 | 25.29 | 76% |
| Returns for 10 years | 41.75 | 24.17 | 173% |
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