Ad is loading...
SPWAX vs VSGIX
SPWAX vs VSGIX Comparison
Open Charts SPWAX vs VSGIX
American Beacon Stephens Sm Cp Gr A
Price$13.22
Change-$0.16 (-1.20%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$82.89
Change-$0.85 (-1.02%)
VolumeN/A
CapitalizationN/A
SPWAX vs VSGIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SPWAX vs. VSGIX 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 VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 40.7B vs. SPWAX (389M). VSGIX pays higher dividends than SPWAX: VSGIX (0.67) vs SPWAX (0.00). SPWAX was incepted earlier than VSGIX: SPWAX (13 years) vs VSGIX (25 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). VSGIX annual gain was more profitable for investors over the last year : 24.05 vs. SPWAX (20.07). VSGIX return over 5 years is better than : 49.74 vs. SPWAX (-12.74).
| SPWAX | VSGIX | SPWAX / VSGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 20.073 | 22.063 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 389M | 40.7B | 1% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 20.07 | 24.05 | 83% |
| Returns for 3 years | -27.36 | 8.34 | -328% |
| Returns for 5 years | -12.74 | 49.74 | -26% |
| Returns for 10 years | -18.58 | 140.25 | -13% |
View a ticker or compare two or three
VS
VS
Ad is loading...