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SPWAX vs VSGIX
SPWAX vs VSGIX Comparison
Open Charts SPWAX vs VSGIX
American Beacon Stephens Sm Cp Gr A
Price$10.75
Change+$0.04 (+0.37%)
VolumeN/A
Net Assets333.93M
Vanguard Small Cap Growth Index I
Price$70.16
Change+$0.41 (+0.59%)
VolumeN/A
Net Assets33.7B
SPWAX vs VSGIX Comparison Chart
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SPWAX vs. VSGIX commentary
May 01, 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: 33.7B vs. SPWAX (334M). 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 (1.49) 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 : 0.62 vs. SPWAX (-7.41). VSGIX return over 5 years is better than : 42.61 vs. SPWAX (-12.96).
| SPWAX | VSGIX | SPWAX / VSGIX | |
| Total Expense Ratio | 1.29 | 0.06 | 2,150% |
| Annual Report Gross Expense Ratio | 1.49 | 0.06 | 2,483% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | -8.198 | -11.482 | 71% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 334M | 33.7B | 1% |
| Annual Yield % from dividends | 0.00 | 0.61 | - |
| Returns for 1 year | -7.41 | 0.62 | -1,198% |
| Returns for 3 years | -9.82 | 12.88 | -76% |
| Returns for 5 years | -12.96 | 42.61 | -30% |
| Returns for 10 years | -33.04 | 92.77 | -36% |
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