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SPWAX vs VSGAX
SPWAX vs VSGAX Comparison
Open Charts SPWAX vs VSGAX
American Beacon Stephens Sm Cp Gr A
Price$12.22
Change-$0.08 (-0.65%)
VolumeN/A
Net Assets402.37M
Vanguard Small Cap Growth Index Admiral
Price$98.97
Change-$0.34 (-0.34%)
VolumeN/A
Net Assets36.92B
SPWAX vs VSGAX Comparison Chart in %
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SPWAX vs. VSGAX commentary
Aug 06, 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 VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 36.9B vs. SPWAX (402M). VSGAX pays higher dividends than SPWAX: VSGAX (0.53) vs SPWAX (0.00). SPWAX was incepted earlier than VSGAX: SPWAX (13 years) vs VSGAX (14 years). SPWAX (1.57) is less costly to investors than VSGAX (0.07). SPWAX is a more actively managed with annual turnover of: 37.00 vs. VSGAX (21.00). SPWAX has a lower initial minimum investment than VSGAX: SPWAX (2500) vs VSGAX (3000). VSGAX annual gain was more profitable for investors over the last year : 17.71 vs. SPWAX (8.14). VSGAX return over 5 years is better than : 31.20 vs. SPWAX (-22.80).
| SPWAX | VSGAX | SPWAX / VSGAX | |
| Total Expense Ratio | 1.29 | 0.07 | 1,843% |
| Annual Report Gross Expense Ratio | 1.57 | 0.07 | 2,243% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 4.355 | 0.954 | 456% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 402M | 36.9B | 1% |
| Annual Yield % from dividends | 0.00 | 0.53 | - |
| Returns for 1 year | 8.14 | 17.71 | 46% |
| Returns for 3 years | 1.16 | 24.94 | 5% |
| Returns for 5 years | -22.80 | 31.20 | -73% |
| Returns for 10 years | -22.58 | 120.23 | -19% |
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