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SPWAX vs VSGIX
SPWAX vs VSGIX Comparison
Open Charts SPWAX vs VSGIX
American Beacon Stephens Sm Cp Gr A
Price$11.00
Change+$0.21 (+1.95%)
VolumeN/A
Net Assets331.7M
Vanguard Small Cap Growth Index I
Price$72.41
Change+$1.21 (+1.70%)
VolumeN/A
Net Assets36.81B
SPWAX vs VSGIX Comparison Chart
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SPWAX vs. VSGIX commentary
Apr 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 36.8B vs. SPWAX (332M). 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). 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 : -0.19 vs. SPWAX (-6.62). VSGIX return over 5 years is better than : 82.19 vs. SPWAX (12.70).
| 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 | -6.063 | -9.642 | 63% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 332M | 36.8B | 1% |
| Annual Yield % from dividends | 0.00 | 0.61 | - |
| Returns for 1 year | -6.62 | -0.19 | 3,472% |
| Returns for 3 years | -18.03 | 1.38 | -1,302% |
| Returns for 5 years | 12.70 | 82.19 | 15% |
| Returns for 10 years | -32.04 | 94.01 | -34% |
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