Interact to see
Advertisement
Advertisement
SEWIX vs VGPMX
SEWIX vs VGPMX Comparison
Open Charts SEWIX vs VGPMX
NAA World Equity Income Instl
Price$17.25
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets48.68M
Vanguard Global Capital Cycles Investor
Price$21.41
Change+$0.03 (+0.14%)
VolumeN/A
Net Assets2.91B
SEWIX vs VGPMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SEWIX vs. VGPMX commentary
Jan 15, 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 SEWIX is a Hold and VGPMX is a Hold.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 2.91B vs. SEWIX (48.7M). VGPMX pays higher dividends than SEWIX: VGPMX (2.59) vs SEWIX (1.92). 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 : 69.83 vs. SEWIX (12.37). VGPMX return over 5 years is better than : 112.02 vs. SEWIX (12.79).
| 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 | 2.192 | 4.848 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.7M | 2.91B | 2% |
| Annual Yield % from dividends | 1.92 | 2.59 | 74% |
| Returns for 1 year | 12.37 | 69.83 | 18% |
| Returns for 3 years | 29.26 | 73.07 | 40% |
| Returns for 5 years | 12.79 | 112.02 | 11% |
| Returns for 10 years | 72.27 | 288.29 | 25% |
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 % |
| GTSDX | 7.15 | 0.05 | +0.70% |
| Invesco Small Cap Growth C | |||
| MIOFX | 30.91 | 0.07 | +0.23% |
| Marsico International Opportunities | |||
| IASMX | 19.38 | -0.02 | -0.10% |
| Guinness Atkinson Asia Focus | |||
| VTAIX | 9.81 | -0.02 | -0.20% |
| Virtus Tactical Allocation I | |||
| JLCFX | 72.31 | -0.62 | -0.85% |
| JHancock Fundamental Large Cap Core R4 | |||