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SWLGX vs VIGIX
SWLGX vs VIGIX Comparison
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SWLGX vs VIGIX Comparison Chart in %
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SWLGX vs. VIGIX commentary
Jul 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 SWLGX is a Hold and VIGIX is a Hold.
FUNDAMENTALS
Fundamentals
VIGIX has more cash in the bank: 379B vs. SWLGX (4.83B). SWLGX pays higher dividends than VIGIX: SWLGX (0.43) vs VIGIX (0.39). SWLGX was incepted earlier than VIGIX: SWLGX (9 years) vs VIGIX (28 years). SWLGX (0.04) is less costly to investors than VIGIX (0.03). SWLGX is a more actively managed with annual turnover of: 16.00 vs. VIGIX (12.00). SWLGX has a lower initial minimum investment than VIGIX: SWLGX (0) vs VIGIX (5000000). VIGIX annual gain was more profitable for investors over the last year : 14.20 vs. SWLGX (11.42). SWLGX return over 5 years is better than : 96.99 vs. VIGIX (71.67).
| SWLGX | VIGIX | SWLGX / VIGIX | |
| Total Expense Ratio | 0.04 | 0.03 | 117% |
| Annual Report Gross Expense Ratio | 0.04 | 0.03 | 117% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 2.453 | 5.367 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.83B | 379B | 1% |
| Annual Yield % from dividends | 0.43 | 0.39 | 110% |
| Returns for 1 year | 11.42 | 14.20 | 80% |
| Returns for 3 years | 91.67 | 78.63 | 117% |
| Returns for 5 years | 96.99 | 71.67 | 135% |
| Returns for 10 years | N/A | 362.77 | - |
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