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SPWAX vs VSGAX
SPWAX vs VSGAX Comparison
Open Charts SPWAX vs VSGAX
American Beacon Stephens Sm Cp Gr A
Price$13.22
Change-$0.16 (-1.20%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index Admiral
Price$103.50
Change-$1.06 (-1.01%)
VolumeN/A
CapitalizationN/A
SPWAX vs VSGAX Comparison Chart
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SPWAX vs. VSGAX commentary
Dec 19, 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 Hold and VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 40.7B vs. SPWAX (389M). VSGAX pays higher dividends than SPWAX: VSGAX (0.66) vs SPWAX (0.00). SPWAX was incepted earlier than VSGAX: SPWAX (13 years) vs VSGAX (13 years). VSGAX is a more actively managed with annual turnover of: 19.00 vs. SPWAX (15.00). 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 : 24.05 vs. SPWAX (20.07). VSGAX return over 5 years is better than : 49.70 vs. SPWAX (-12.74).
| SPWAX | VSGAX | SPWAX / VSGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 20.073 | 22.062 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 389M | 40.7B | 1% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 20.07 | 24.05 | 83% |
| Returns for 3 years | -27.36 | 8.33 | -329% |
| Returns for 5 years | -12.74 | 49.70 | -26% |
| Returns for 10 years | -18.58 | 140.15 | -13% |
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