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SPWAX vs VISGX
SPWAX vs VISGX Comparison
Open Charts SPWAX vs VISGX
American Beacon Stephens Sm Cp Gr A
Price$12.71
Change-$0.29 (-2.23%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$78.83
Change-$1.25 (-1.56%)
VolumeN/A
CapitalizationN/A
SPWAX vs VISGX Comparison Chart
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SPWAX vs. VISGX commentary
Nov 18, 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 Buy and VISGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 35.8B vs. SPWAX (372M). 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 : 32.31 vs. SPWAX (25.84). VISGX return over 5 years is better than : 47.40 vs. SPWAX (-13.89).
| 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 | 15.441 | 16.195 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 372M | 35.8B | 1% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 25.84 | 32.31 | 80% |
| Returns for 3 years | -37.54 | -6.75 | 556% |
| Returns for 5 years | -13.89 | 47.40 | -29% |
| Returns for 10 years | -21.82 | 130.53 | -17% |
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