Interact to see
Advertisement
Advertisement
SEWIX vs VGPMX
SEWIX vs VGPMX Comparison
Open Charts SEWIX vs VGPMX
NAA World Equity Income Instl
Price$18.25
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets47.12M
Vanguard Global Capital Cycles Investor
Price$18.89
Change-$0.18 (-0.94%)
VolumeN/A
Net Assets2.34B
SEWIX vs VGPMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SEWIX vs. VGPMX commentary
Oct 21, 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 SEWIX is a Hold and VGPMX is a Hold.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 2.34B vs. SEWIX (47.1M). SEWIX pays higher dividends than VGPMX: SEWIX (2.28) vs VGPMX (1.70). SEWIX was incepted earlier than VGPMX: SEWIX (14 years) vs VGPMX (41 years). SEWIX (1.24) is less costly to investors than VGPMX (0.44). SEWIX is a more actively managed with annual turnover of: 122.00 vs. VGPMX (32.00). VGPMX has a lower initial minimum investment than SEWIX: VGPMX (3000) vs SEWIX (2000000). VGPMX annual gain was more profitable for investors over the last year : 35.11 vs. SEWIX (6.72). VGPMX return over 5 years is better than : 124.87 vs. SEWIX (32.51).
| SEWIX | VGPMX | SEWIX / VGPMX | |
| Total Expense Ratio | 0.92 | 0.44 | 209% |
| Annual Report Gross Expense Ratio | 1.24 | 0.44 | 282% |
| Fund Existence | 14 years | 41 years | - |
| Gain YTD | 16.676 | 49.578 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.1M | 2.34B | 2% |
| Annual Yield % from dividends | 2.28 | 1.70 | 134% |
| Returns for 1 year | 6.72 | 35.11 | 19% |
| Returns for 3 years | 50.93 | 86.35 | 59% |
| Returns for 5 years | 32.51 | 124.87 | 26% |
| Returns for 10 years | 69.71 | 158.86 | 44% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TLASX | 12.58 | 0.07 | +0.56% |
| Transamerica Large Core ESG R6 | |||
| CISIX | 57.12 | 0.27 | +0.47% |
| Calvert US Large Cap Core Rspnb Idx I | |||
| LVAQX | 19.05 | 0.08 | +0.42% |
| LSV Small Cap Value Investor | |||
| LHCTX | 21.12 | 0.07 | +0.33% |
| Lord Abbett Health Care R5 | |||
| CSMVX | 44.89 | -0.05 | -0.11% |
| Congress Small Cap Growth Retail | |||