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SPWIX vs VSGAX
SPWIX vs VSGAX Comparison
Open Charts SPWIX vs VSGAX
SEI Small Cap Growth I (SIMT)
Price$27.71
Change+$0.12 (+0.43%)
VolumeN/A
Net Assets243.43M
Vanguard Small Cap Growth Index Admiral
Price$83.22
Change+$0.57 (+0.69%)
VolumeN/A
Net Assets33.7B
SPWIX vs VSGAX Comparison Chart
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SPWIX vs. VSGAX commentary
Apr 18, 2025
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 Hold and VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 33.7B vs. SPWIX (243M). VSGAX pays higher dividends than SPWIX: VSGAX (0.60) vs SPWIX (0.00). SPWIX was incepted earlier than VSGAX: SPWIX (24 years) vs VSGAX (14 years). SPWIX (1.48) is less costly to investors than VSGAX (0.07). SPWIX is a more actively managed with annual turnover of: 192.00 vs. VSGAX (19.00). VSGAX has a lower initial minimum investment than SPWIX: VSGAX (3000) vs SPWIX (100000). VSGAX annual gain was more profitable for investors over the last year : -1.71 vs. SPWIX (-8.55). VSGAX return over 5 years is better than : 43.18 vs. SPWIX (16.78).
| SPWIX | VSGAX | SPWIX / VSGAX | |
| Total Expense Ratio | 1.48 | 0.07 | 2,114% |
| Annual Report Gross Expense Ratio | 1.48 | 0.07 | 2,114% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | -14.386 | -15.998 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243M | 33.7B | 1% |
| Annual Yield % from dividends | 0.00 | 0.60 | 0% |
| Returns for 1 year | -8.55 | -1.71 | 501% |
| Returns for 3 years | -8.61 | 0.18 | -4,766% |
| Returns for 5 years | 16.78 | 43.18 | 39% |
| Returns for 10 years | -3.99 | 78.73 | -5% |
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