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SPWAX vs VSGIX
SPWAX vs VSGIX Comparison
Open Charts SPWAX vs VSGIX
American Beacon Stephens Sm Cp Gr A
Price$12.22
Change-$0.08 (-0.65%)
VolumeN/A
Net Assets402.37M
Vanguard Small Cap Growth Index I
Price$79.26
Change-$0.27 (-0.34%)
VolumeN/A
Net Assets36.92B
SPWAX vs VSGIX Comparison Chart in %
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SPWAX vs. VSGIX 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 VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 36.9B vs. SPWAX (402M). VSGIX pays higher dividends than SPWAX: VSGIX (0.54) 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 : 17.71 vs. SPWAX (8.14). VSGIX return over 5 years is better than : 31.23 vs. SPWAX (-22.80).
| 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 | 4.355 | 0.950 | 459% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 402M | 36.9B | 1% |
| Annual Yield % from dividends | 0.00 | 0.54 | - |
| Returns for 1 year | 8.14 | 17.71 | 46% |
| Returns for 3 years | 1.16 | 24.94 | 5% |
| Returns for 5 years | -22.80 | 31.23 | -73% |
| Returns for 10 years | -22.58 | 120.26 | -19% |
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