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SEWIX vs VGPMX
SEWIX vs VGPMX Comparison
Open Charts SEWIX vs VGPMX
NAA World Equity Income Instl
Price$19.10
Change-$0.23 (-1.19%)
VolumeN/A
Net Assets48.81M
Vanguard Global Capital Cycles Investor
Price$20.26
Change-$0.14 (-0.69%)
VolumeN/A
Net Assets2.64B
SEWIX vs VGPMX Comparison Chart in %
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SEWIX vs. VGPMX commentary
Dec 13, 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 Buy and VGPMX is a Hold.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 2.64B vs. SEWIX (48.8M). SEWIX pays higher dividends than VGPMX: SEWIX (2.19) vs VGPMX (1.59). SEWIX was incepted earlier than VGPMX: SEWIX (15 years) vs VGPMX (42 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 : 49.76 vs. SEWIX (13.68). VGPMX return over 5 years is better than : 119.18 vs. SEWIX (32.19).
| SEWIX | VGPMX | SEWIX / VGPMX | |
| Total Expense Ratio | 0.92 | 0.44 | 209% |
| Annual Report Gross Expense Ratio | 1.24 | 0.44 | 282% |
| Fund Existence | 15 years | 42 years | - |
| Gain YTD | 23.580 | 61.535 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.8M | 2.64B | 2% |
| Annual Yield % from dividends | 2.19 | 1.59 | 138% |
| Returns for 1 year | 13.68 | 49.76 | 27% |
| Returns for 3 years | 45.53 | 74.20 | 61% |
| Returns for 5 years | 32.19 | 119.18 | 27% |
| Returns for 10 years | 82.75 | 247.49 | 33% |
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