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SPWCX vs VSGAX
SPWCX vs VSGAX Comparison
Open Charts SPWCX vs VSGAX
American Beacon Stephens Sm Cp Gr C
Price$10.48
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index Admiral
Price$102.83
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
SPWCX vs VSGAX Comparison Chart
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SPWCX vs. VSGAX commentary
Nov 23, 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 (380M). 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 : 35.72 vs. SPWCX (26.72). VSGAX return over 5 years is better than : 53.72 vs. SPWCX (-21.91).
| 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 | 19.226 | 21.272 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 380M | 35.8B | 1% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 26.72 | 35.72 | 75% |
| Returns for 3 years | -40.28 | 1.64 | -2,450% |
| Returns for 5 years | -21.91 | 53.72 | -41% |
| Returns for 10 years | -34.71 | 137.60 | -25% |