SPWIX
Price
$34.95
Change
-$0.68 (-1.91%)
Updated
Jul 13 closing price
Net Assets
303.18M
VSGIX
Price
$98.28
Change
-$1.41 (-1.41%)
Updated
Jul 13 closing price
Net Assets
47.01B
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SPWIX vs VSGIX

SPWIX vs VSGIX Comparison Chart in %
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VS
SPWIX vs. VSGIX commentary
Jul 14, 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 VSGIX is a Buy.

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FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 47B vs. SPWIX (303M). VSGIX pays higher dividends than SPWIX: VSGIX (0.42) vs SPWIX (0.00). SPWIX was incepted earlier than VSGIX: SPWIX (25 years) vs VSGIX (26 years). SPWIX (1.49) is less costly to investors than VSGIX (0.05). SPWIX is a more actively managed with annual turnover of: 155.00 vs. VSGIX (24.00). 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 : 26.88 vs. SPWIX (12.06). VSGIX return over 5 years is better than : 27.73 vs. SPWIX (-17.31).
SPWIXVSGIXSPWIX / VSGIX
Total Expense Ratio1.380.052,760%
Annual Report Gross Expense Ratio1.490.052,980%
Fund Existence25 years26 years-
Gain YTD16.14717.38393%
Front LoadN/AN/A-
Min. Initial Investment10000050000002%
Min. Initial Investment IRAN/AN/A-
Net Assets303M47B1%
Annual Yield % from dividends0.000.420%
Returns for 1 year12.0626.8845%
Returns for 3 years21.0751.2841%
Returns for 5 years-17.3127.73-62%
Returns for 10 years30.69181.6717%
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