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SPWAX vs VSGIX
SPWAX vs VSGIX Comparison
Open Charts SPWAX vs VSGIX
American Beacon Stephens Sm Cp Gr A
Price$12.57
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets427.79M
Vanguard Small Cap Growth Index I
Price$80.99
Change+$0.22 (+0.27%)
VolumeN/A
Net Assets39.74B
SPWAX vs VSGIX Comparison Chart in %
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SPWAX vs. VSGIX commentary
Nov 20, 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: 39.7B vs. SPWAX (428M). VSGIX pays higher dividends than SPWAX: VSGIX (0.55) vs SPWAX (0.00). SPWAX was incepted earlier than VSGIX: SPWAX (14 years) vs VSGIX (26 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 : 0.51 vs. SPWAX (-2.56). VSGIX return over 5 years is better than : 19.13 vs. SPWAX (-24.00).
| SPWAX | VSGIX | SPWAX / VSGIX | |
| Total Expense Ratio | 1.29 | 0.06 | 2,150% |
| Annual Report Gross Expense Ratio | 1.57 | 0.06 | 2,617% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | 7.344 | 2.561 | 287% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 428M | 39.7B | 1% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | -2.56 | 0.51 | -498% |
| Returns for 3 years | 11.63 | 38.08 | 31% |
| Returns for 5 years | -24.00 | 19.13 | -125% |
| Returns for 10 years | -17.47 | 136.34 | -13% |
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