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SPWAX vs VSGIX
SPWAX vs VSGIX Comparison
Open Charts SPWAX vs VSGIX
American Beacon Stephens Sm Cp Gr A
Price$11.63
Change-$0.31 (-2.60%)
VolumeN/A
Net Assets356.26M
Vanguard Small Cap Growth Index I
Price$78.57
Change-$2.54 (-3.13%)
VolumeN/A
Net Assets39.59B
SPWAX vs VSGIX Comparison Chart
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SPWAX vs. VSGIX commentary
Feb 23, 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 Hold and VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.6B vs. SPWAX (356M). 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 : 12.96 vs. SPWAX (1.57). VSGIX return over 5 years is better than : 35.64 vs. SPWAX (-16.57).
| 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 | -0.683 | -0.330 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 356M | 39.6B | 1% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 1.57 | 12.96 | 12% |
| Returns for 3 years | -6.66 | 19.39 | -34% |
| Returns for 5 years | -16.57 | 35.64 | -47% |
| Returns for 10 years | -27.57 | 116.38 | -24% |
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