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SPWIX vs VSGAX
SPWIX vs VSGAX Comparison
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SPWIX vs VSGAX Comparison Chart in %
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SPWIX vs. VSGAX commentary
Jun 04, 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 SPWIX is a StrongBuy and VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 42.8B vs. SPWIX (304M). VSGAX pays higher dividends than SPWIX: VSGAX (0.44) vs SPWIX (0.00). SPWIX was incepted earlier than VSGAX: SPWIX (25 years) vs VSGAX (15 years). SPWIX (1.49) is less costly to investors than VSGAX (0.07). SPWIX is a more actively managed with annual turnover of: 155.00 vs. VSGAX (24.00). 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 : 34.44 vs. SPWIX (12.78). VSGAX return over 5 years is better than : 30.85 vs. SPWIX (-20.88).
| SPWIX | VSGAX | SPWIX / VSGAX | |
| Total Expense Ratio | 1.38 | 0.07 | 1,971% |
| Annual Report Gross Expense Ratio | 1.49 | 0.07 | 2,129% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 13.259 | 17.791 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 304M | 42.8B | 1% |
| Annual Yield % from dividends | 0.00 | 0.44 | 0% |
| Returns for 1 year | 12.78 | 34.44 | 37% |
| Returns for 3 years | 24.27 | 61.64 | 39% |
| Returns for 5 years | -20.88 | 30.85 | -68% |
| Returns for 10 years | 31.97 | 191.31 | 17% |
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