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SPWAX vs VISGX
SPWAX vs VISGX Comparison
Open Charts SPWAX vs VISGX
American Beacon Stephens Sm Cp Gr A
Price$10.69
Change+$0.26 (+2.49%)
VolumeN/A
Net Assets323.03M
Vanguard Small Cap Growth Index I
Price$69.30
Change+$1.65 (+2.44%)
VolumeN/A
Net Assets33.7B
SPWAX vs VISGX Comparison Chart
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SPWAX vs. VISGX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 33.7B vs. SPWAX (323M). VISGX pays higher dividends than SPWAX: VISGX (0.46) vs SPWAX (0.00). SPWAX was incepted earlier than VISGX: SPWAX (13 years) vs VISGX (27 years). SPWAX (1.49) is less costly to investors than VISGX (0.19). 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 : -1.35 vs. SPWAX (-9.30). VISGX return over 5 years is better than : 44.81 vs. SPWAX (-10.70).
| SPWAX | VISGX | SPWAX / VISGX | |
| Total Expense Ratio | 1.29 | 0.19 | 679% |
| Annual Report Gross Expense Ratio | 1.49 | 0.19 | 784% |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | -10.931 | -14.036 | 78% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 323M | 33.7B | 1% |
| Annual Yield % from dividends | 0.00 | 0.46 | - |
| Returns for 1 year | -9.30 | -1.35 | 688% |
| Returns for 3 years | -16.16 | 3.98 | -406% |
| Returns for 5 years | -10.70 | 44.81 | -24% |
| Returns for 10 years | -36.59 | 83.16 | -44% |
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