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SPWAX vs VISGX
SPWAX vs VISGX Comparison
Open Charts SPWAX vs VISGX
American Beacon Stephens Sm Cp Gr A
Price$11.53
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets386.35M
Vanguard Small Cap Growth Index I
Price$75.89
Change-$0.05 (-0.07%)
VolumeN/A
Net Assets34.95B
SPWAX vs VISGX Comparison Chart in %
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SPWAX vs. VISGX commentary
Jun 24, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 35B vs. SPWAX (386M). VISGX pays higher dividends than SPWAX: VISGX (0.44) 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 : 9.36 vs. SPWAX (-0.86). VISGX return over 5 years is better than : 36.57 vs. SPWAX (-18.23).
| 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 | -1.537 | -3.565 | 43% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 386M | 35B | 1% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | -0.86 | 9.36 | -9% |
| Returns for 3 years | 9.91 | 39.65 | 25% |
| Returns for 5 years | -18.23 | 36.57 | -50% |
| Returns for 10 years | -32.12 | 99.40 | -32% |
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