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SPWCX vs VSGIX
SPWCX vs VSGIX Comparison
Open Charts SPWCX vs VSGIX
American Beacon Stephens Sm Cp Gr C
Price$8.44
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets333.97M
Vanguard Small Cap Growth Index I
Price$71.07
Change-$2.37 (-3.23%)
VolumeN/A
Net Assets36.81B
SPWCX vs VSGIX Comparison Chart
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SPWCX vs. VSGIX commentary
Mar 11, 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 SPWCX is a Hold and VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 36.8B vs. SPWCX (334M). VSGIX pays higher dividends than SPWCX: VSGIX (0.56) vs SPWCX (0.00). SPWCX was incepted earlier than VSGIX: SPWCX (13 years) vs VSGIX (25 years). SPWCX (2.17) is less costly to investors than VSGIX (0.06). VSGIX is a more actively managed with annual turnover of: 19.00 vs. SPWCX (15.00). SPWCX has a lower initial minimum investment than VSGIX: SPWCX (1000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 1.35 vs. SPWCX (-11.90). VSGIX return over 5 years is better than : 45.06 vs. SPWCX (-23.69).
| SPWCX | VSGIX | SPWCX / VSGIX | |
| Total Expense Ratio | 2.07 | 0.06 | 3,450% |
| Annual Report Gross Expense Ratio | 2.17 | 0.06 | 3,617% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | -7.048 | -6.837 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 334M | 36.8B | 1% |
| Annual Yield % from dividends | 0.00 | 0.56 | - |
| Returns for 1 year | -11.90 | 1.35 | -879% |
| Returns for 3 years | -18.45 | 14.05 | -131% |
| Returns for 5 years | -23.69 | 45.06 | -53% |
| Returns for 10 years | -44.69 | 106.24 | -42% |
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