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SPWIX vs VSGIX
SPWIX vs VSGIX Comparison
Open Charts SPWIX vs VSGIX
SEI Small Cap Growth I (SIMT)
Price$30.01
Change-$0.76 (-2.47%)
VolumeN/A
Net Assets270.73M
Vanguard Small Cap Growth Index I
Price$73.86
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets32.98B
SPWIX vs VSGIX Comparison Chart
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SPWIX vs. VSGIX commentary
May 23, 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 Buy and VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 33B vs. SPWIX (271M). VSGIX pays higher dividends than SPWIX: VSGIX (0.61) vs SPWIX (0.00). SPWIX was incepted earlier than VSGIX: SPWIX (24 years) vs VSGIX (25 years). SPWIX (1.48) is less costly to investors than VSGIX (0.06). SPWIX is a more actively managed with annual turnover of: 192.00 vs. VSGIX (21.00). SPWIX has a lower initial minimum investment than VSGIX: SPWIX (100000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 5.83 vs. SPWIX (-6.42). VSGIX return over 5 years is better than : 44.30 vs. SPWIX (15.29).
| SPWIX | VSGIX | SPWIX / VSGIX | |
| Total Expense Ratio | 1.48 | 0.06 | 2,467% |
| Annual Report Gross Expense Ratio | 1.48 | 0.06 | 2,467% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | -5.613 | -3.588 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 33B | 1% |
| Annual Yield % from dividends | 0.00 | 0.61 | 0% |
| Returns for 1 year | -6.42 | 5.83 | -110% |
| Returns for 3 years | 13.88 | 31.70 | 44% |
| Returns for 5 years | 15.29 | 44.30 | 35% |
| Returns for 10 years | 5.59 | 104.57 | 5% |
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