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SPWAX vs VISGX
SPWAX vs VISGX Comparison
Open Charts SPWAX vs VISGX
American Beacon Stephens Sm Cp Gr A
Price$11.63
Change-$0.31 (-2.60%)
VolumeN/A
Net Assets356.26M
Vanguard Small Cap Growth Index I
Price$78.45
Change-$2.53 (-3.12%)
VolumeN/A
Net Assets39.59B
SPWAX vs VISGX Comparison Chart
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SPWAX vs. VISGX commentary
Feb 23, 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: 39.6B vs. SPWAX (356M). 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 : 12.89 vs. SPWAX (1.57). VISGX return over 5 years is better than : 35.36 vs. SPWAX (-16.57).
| 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 | -0.683 | -0.343 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 356M | 39.6B | 1% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 1.57 | 12.89 | 12% |
| Returns for 3 years | -6.66 | 19.23 | -35% |
| Returns for 5 years | -16.57 | 35.36 | -47% |
| Returns for 10 years | -27.57 | 115.44 | -24% |