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SPWAX vs VSGIX
SPWAX vs VSGIX Comparison
Open Charts SPWAX vs VSGIX
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$74.95
Change-$0.33 (-0.44%)
VolumeN/A
CapitalizationN/A
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SPWAX vs VSGIX Comparison Chart
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SPWAX vs. VSGIX 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 VSGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35.3B vs. SPWAX (349M). VSGIX pays higher dividends than SPWAX: VSGIX (0.67) vs SPWAX (0.00). SPWAX was incepted earlier than VSGIX: SPWAX (13 years) vs VSGIX (24 years). VSGIX is a more actively managed with annual turnover of: 19.00 vs. SPWAX (15.00). SPWAX has a lower initial minimum investment than VSGIX: SPWAX (2500) vs VSGIX (5000000). SPWAX annual gain was more profitable for investors over the last year : 20.77 vs. VSGIX (19.45). VSGIX return over 5 years is better than : 41.39 vs. SPWAX (-16.36).
| SPWAX | VSGIX | SPWAX / VSGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 11.444 | 8.792 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 349M | 35.3B | 1% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 20.77 | 19.45 | 107% |
| Returns for 3 years | -35.22 | -9.39 | 375% |
| Returns for 5 years | -16.36 | 41.39 | -40% |
| Returns for 10 years | -23.67 | 118.44 | -20% |
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