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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 24, 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 Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 45.5B vs. SPWIX (317M). 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 : 32.36 vs. SPWIX (17.61). VSGAX return over 5 years is better than : 25.43 vs. SPWIX (-18.16).
| 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 | 18.149 | 18.272 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 317M | 45.5B | 1% |
| Annual Yield % from dividends | 0.00 | 0.44 | 0% |
| Returns for 1 year | 17.61 | 32.36 | 54% |
| Returns for 3 years | 29.64 | 62.81 | 47% |
| Returns for 5 years | -18.16 | 25.43 | -71% |
| Returns for 10 years | 41.73 | 202.16 | 21% |
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