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SPWCX vs VSGAX
SPWCX vs VSGAX Comparison
Open Charts SPWCX vs VSGAX
American Beacon Stephens Sm Cp Gr C
Price$10.49
Change+$0.46 (+4.59%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index Admiral
Price$99.90
Change+$3.62 (+3.76%)
VolumeN/A
CapitalizationN/A
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SPWCX vs VSGAX Comparison Chart
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SPWCX vs. VSGAX commentary
Nov 07, 2024
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 SPWCX is a Buy and VSGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 35.8B vs. SPWCX (370M). VSGAX pays higher dividends than SPWCX: VSGAX (0.66) vs SPWCX (0.00). SPWCX was incepted earlier than VSGAX: SPWCX (13 years) vs VSGAX (13 years). VSGAX is a more actively managed with annual turnover of: 19.00 vs. SPWCX (15.00). SPWCX has a lower initial minimum investment than VSGAX: SPWCX (1000) vs VSGAX (3000). VSGAX annual gain was more profitable for investors over the last year : 37.39 vs. SPWCX (26.80). VSGAX return over 5 years is better than : 51.70 vs. SPWCX (-24.42).
| SPWCX | VSGAX | SPWCX / VSGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 14.107 | 17.816 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 370M | 35.8B | 1% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 26.80 | 37.39 | 72% |
| Returns for 3 years | -44.28 | -6.09 | 727% |
| Returns for 5 years | -24.42 | 51.70 | -47% |
| Returns for 10 years | -36.99 | 135.39 | -27% |