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SPWAX vs VISGX
SPWAX vs VISGX Comparison
Open Charts SPWAX vs VISGX
American Beacon Stephens Sm Cp Gr A
Price$12.44
Change-$0.04 (-0.32%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$74.83
Change-$0.33 (-0.44%)
VolumeN/A
CapitalizationN/A
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SPWAX vs VISGX Comparison Chart
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SPWAX vs. VISGX commentary
Sep 21, 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: 35.3B vs. SPWAX (349M). VISGX pays higher dividends than SPWAX: VISGX (0.55) vs SPWAX (0.00). SPWAX was incepted earlier than VISGX: SPWAX (13 years) vs VISGX (26 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). SPWAX annual gain was more profitable for investors over the last year : 20.77 vs. VISGX (19.39). VISGX return over 5 years is better than : 41.09 vs. SPWAX (-16.36).
| SPWAX | VISGX | SPWAX / VISGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 26 years | - |
| Gain YTD | 11.444 | 8.736 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 349M | 35.3B | 1% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 20.77 | 19.39 | 107% |
| Returns for 3 years | -35.22 | -9.50 | 371% |
| Returns for 5 years | -16.36 | 41.09 | -40% |
| Returns for 10 years | -23.67 | 117.34 | -20% |
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