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SPWAX vs VSGIX
SPWAX vs VSGIX Comparison
Open Charts SPWAX vs VSGIX
American Beacon Stephens Sm Cp Gr A
Price$11.31
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets373.76M
Vanguard Small Cap Growth Index I
Price$73.86
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets32.98B
SPWAX vs VSGIX Comparison Chart
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SPWAX vs. VSGIX commentary
May 23, 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 VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 33B vs. SPWAX (374M). VSGIX pays higher dividends than SPWAX: VSGIX (0.61) vs SPWAX (0.00). SPWAX was incepted earlier than VSGIX: SPWAX (13 years) vs VSGIX (25 years). SPWAX (1.57) is less costly to investors than VSGIX (0.06). SPWAX is a more actively managed with annual turnover of: 37.00 vs. VSGIX (21.00). SPWAX has a lower initial minimum investment than VSGIX: SPWAX (2500) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 5.83 vs. SPWAX (-6.31). VSGIX return over 5 years is better than : 44.30 vs. SPWAX (-16.37).
| SPWAX | VSGIX | SPWAX / VSGIX | |
| Total Expense Ratio | 1.29 | 0.06 | 2,150% |
| Annual Report Gross Expense Ratio | 1.57 | 0.06 | 2,617% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | -3.587 | -3.588 | 100% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 374M | 33B | 1% |
| Annual Yield % from dividends | 0.00 | 0.61 | - |
| Returns for 1 year | -6.31 | 5.83 | -108% |
| Returns for 3 years | 2.54 | 31.70 | 8% |
| Returns for 5 years | -16.37 | 44.30 | -37% |
| Returns for 10 years | -30.00 | 104.57 | -29% |
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