SPWAX
Price
$12.92
Change
+$0.11 (+0.86%)
Updated
Aug 28 closing price
Net Assets
415.37M
VSGIX
Price
$83.08
Change
+$0.77 (+0.94%)
Updated
Aug 28 closing price
Net Assets
37.46B
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SPWAX vs VSGIX

Header iconSPWAX vs VSGIX Comparison
Open Charts SPWAX vs VSGIXBanner chart's image
American Beacon Stephens Sm Cp Gr A
Price$12.92
Change+$0.11 (+0.86%)
VolumeN/A
Net Assets415.37M
Vanguard Small Cap Growth Index I
Price$83.08
Change+$0.77 (+0.94%)
VolumeN/A
Net Assets37.46B
SPWAX vs VSGIX Comparison Chart in %
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VS
SPWAX vs. VSGIX commentary
Aug 29, 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.

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FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 37.5B vs. SPWAX (415M). VSGIX pays higher dividends than SPWAX: VSGIX (0.54) vs SPWAX (0.00). SPWAX was incepted earlier than VSGIX: SPWAX (14 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 : 13.41 vs. SPWAX (4.74). VSGIX return over 5 years is better than : 34.65 vs. SPWAX (-18.41).
SPWAXVSGIXSPWAX / VSGIX
Total Expense Ratio1.290.062,150%
Annual Report Gross Expense Ratio1.570.062,617%
Fund Existence14 years25 years-
Gain YTD9.3944.478210%
Front Load6%N/A-
Min. Initial Investment250050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets415M37.5B1%
Annual Yield % from dividends0.000.54-
Returns for 1 year4.7413.4135%
Returns for 3 years10.2434.6730%
Returns for 5 years-18.4134.65-53%
Returns for 10 years-15.25139.25-11%
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