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SPWAX vs VISGX
SPWAX vs VISGX Comparison
Open Charts SPWAX vs VISGX
American Beacon Stephens Sm Cp Gr A
Price$13.22
Change-$0.16 (-1.20%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$82.75
Change-$0.85 (-1.02%)
VolumeN/A
CapitalizationN/A
SPWAX vs VISGX Comparison Chart
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SPWAX vs. VISGX commentary
Dec 19, 2024
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 SPWAX is a Hold and VISGX is a Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 40.7B vs. SPWAX (389M). VISGX pays higher dividends than SPWAX: VISGX (0.55) vs SPWAX (0.00). SPWAX was incepted earlier than VISGX: SPWAX (13 years) vs VISGX (27 years). VISGX is a more actively managed with annual turnover of: 19.00 vs. SPWAX (15.00). SPWAX has a lower initial minimum investment than VISGX: SPWAX (2500) vs VISGX (3000). VISGX annual gain was more profitable for investors over the last year : 24.00 vs. SPWAX (20.07). VISGX return over 5 years is better than : 49.43 vs. SPWAX (-12.74).
| SPWAX | VISGX | SPWAX / VISGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | 20.073 | 21.973 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 389M | 40.7B | 1% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 20.07 | 24.00 | 84% |
| Returns for 3 years | -27.36 | 8.20 | -334% |
| Returns for 5 years | -12.74 | 49.43 | -26% |
| Returns for 10 years | -18.58 | 139.07 | -13% |
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