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SPWCX vs VSGAX
SPWCX vs VSGAX Comparison
Open Charts SPWCX vs VSGAX
American Beacon Stephens Sm Cp Gr C
Price$9.88
Change-$0.03 (-0.30%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index Admiral
Price$93.59
Change-$0.41 (-0.44%)
VolumeN/A
CapitalizationN/A
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SPWCX vs VSGAX Comparison Chart
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SPWCX vs. VSGAX commentary
Sep 21, 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: 35.3B vs. SPWCX (349M). 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 (19.45) and SPWCX (19.34) have marching annual gain over last year. VSGAX return over 5 years is better than : 41.38 vs. SPWCX (-27.24).
| 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 | 10.922 | 8.804 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 349M | 35.3B | 1% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 19.34 | 19.45 | 99% |
| Returns for 3 years | -41.30 | -9.39 | 440% |
| Returns for 5 years | -27.24 | 41.38 | -66% |
| Returns for 10 years | -38.13 | 118.38 | -32% |
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