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SPWAX vs VISGX
SPWAX vs VISGX Comparison
Open Charts SPWAX vs VISGX
American Beacon Stephens Sm Cp Gr A
Price$12.07
Change+$0.19 (+1.60%)
VolumeN/A
Net Assets388.87M
Vanguard Small Cap Growth Index I
Price$78.75
Change+$0.63 (+0.81%)
VolumeN/A
Net Assets36.92B
SPWAX vs VISGX Comparison Chart in %
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SPWAX vs. VISGX commentary
Jul 17, 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 Buy and VISGX is a Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 36.9B vs. SPWAX (389M). VISGX pays higher dividends than SPWAX: VISGX (0.43) vs SPWAX (0.00). SPWAX was incepted earlier than VISGX: SPWAX (13 years) vs VISGX (27 years). SPWAX (1.57) is less costly to investors than VISGX (0.19). SPWAX is a more actively managed with annual turnover of: 37.00 vs. VISGX (21.00). 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 : 3.86 vs. SPWAX (-1.87). VISGX return over 5 years is better than : 35.26 vs. SPWAX (-18.99).
| SPWAX | VISGX | SPWAX / VISGX | |
| Total Expense Ratio | 1.29 | 0.19 | 679% |
| Annual Report Gross Expense Ratio | 1.57 | 0.19 | 826% |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | 3.074 | -0.715 | -430% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 389M | 36.9B | 1% |
| Annual Yield % from dividends | 0.00 | 0.43 | - |
| Returns for 1 year | -1.87 | 3.86 | -48% |
| Returns for 3 years | 11.86 | 37.59 | 32% |
| Returns for 5 years | -18.99 | 35.26 | -54% |
| Returns for 10 years | -26.74 | 109.33 | -24% |
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