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SPWAX vs VSGIX
SPWAX vs VSGIX Comparison
Open Charts SPWAX vs VSGIX
American Beacon Stephens Sm Cp Gr A
Price$12.24
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets381.17M
Vanguard Small Cap Growth Index I
Price$81.65
Change+$0.29 (+0.36%)
VolumeN/A
Net Assets38.1B
SPWAX vs VSGIX Comparison Chart
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SPWAX vs. VSGIX commentary
Jan 19, 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: 38.1B vs. SPWAX (381M). 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 : 25.00 vs. SPWAX (13.65). VSGIX return over 5 years is better than : 41.97 vs. SPWAX (-13.31).
| 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 | 4.526 | 3.577 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 381M | 38.1B | 1% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 13.65 | 25.00 | 55% |
| Returns for 3 years | -6.99 | 16.70 | -42% |
| Returns for 5 years | -13.31 | 41.97 | -32% |
| Returns for 10 years | -18.83 | 139.86 | -13% |