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SPWAX vs VISGX
SPWAX vs VISGX Comparison
Open Charts SPWAX vs VISGX
American Beacon Stephens Sm Cp Gr A
Price$10.36
Change-$0.64 (-5.82%)
VolumeN/A
Net Assets338.13M
Vanguard Small Cap Growth Index I
Price$67.50
Change-$4.81 (-6.65%)
VolumeN/A
Net Assets36.81B
SPWAX vs VISGX Comparison Chart
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SPWAX vs. VISGX commentary
Apr 04, 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 SPWAX is a Hold and VISGX is a Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 36.8B vs. SPWAX (338M). VISGX pays higher dividends than SPWAX: VISGX (0.46) vs SPWAX (0.00). SPWAX was incepted earlier than VISGX: SPWAX (13 years) vs VISGX (27 years). SPWAX (1.49) is less costly to investors than VISGX (0.19). 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 : 1.00 vs. SPWAX (-6.86). VISGX return over 5 years is better than : 84.92 vs. SPWAX (12.70).
| SPWAX | VISGX | SPWAX / VISGX | |
| Total Expense Ratio | 1.29 | 0.19 | 679% |
| Annual Report Gross Expense Ratio | 1.49 | 0.19 | 784% |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | -6.063 | -8.114 | 75% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 338M | 36.8B | 1% |
| Annual Yield % from dividends | 0.00 | 0.46 | - |
| Returns for 1 year | -6.86 | 1.00 | -683% |
| Returns for 3 years | -18.46 | 2.11 | -873% |
| Returns for 5 years | 12.70 | 84.92 | 15% |
| Returns for 10 years | -32.54 | 95.21 | -34% |
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