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SPWIX vs VSGAX
SPWIX vs VSGAX Comparison
Open Charts SPWIX vs VSGAX
SEI Small Cap Growth I (SIMT)
Price$34.39
Change-$0.20 (-0.58%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index Admiral
Price$93.59
Change-$0.41 (-0.44%)
VolumeN/A
CapitalizationN/A
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SPWIX vs VSGAX Comparison Chart
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SPWIX vs. VSGAX 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 VSGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 35.3B vs. SPWIX (365M). VSGAX pays higher dividends than SPWIX: VSGAX (0.66) vs SPWIX (0.00). SPWIX was incepted earlier than VSGAX: SPWIX (23 years) vs VSGAX (13 years). SPWIX is a more actively managed with annual turnover of: 175.00 vs. VSGAX (19.00). VSGAX has a lower initial minimum investment than SPWIX: VSGAX (3000) vs SPWIX (100000). SPWIX annual gain was more profitable for investors over the last year : 23.82 vs. VSGAX (19.45). VSGAX return over 5 years is better than : 41.38 vs. SPWIX (8.57).
| SPWIX | VSGAX | SPWIX / VSGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 12.650 | 8.804 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 365M | 35.3B | 1% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 23.82 | 19.45 | 122% |
| Returns for 3 years | -23.59 | -9.39 | 251% |
| Returns for 5 years | 8.57 | 41.38 | 21% |
| Returns for 10 years | 29.90 | 118.38 | 25% |
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