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SPWCX vs VSGIX
SPWCX vs VSGIX Comparison
Open Charts SPWCX vs VSGIX
American Beacon Stephens Sm Cp Gr C
Price$9.22
Change+$0.08 (+0.88%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$80.51
Change+$0.77 (+0.97%)
VolumeN/A
CapitalizationN/A
SPWCX vs VSGIX Comparison Chart
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SPWCX vs. VSGIX commentary
Dec 26, 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 VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 40.7B vs. SPWCX (369M). VSGIX pays higher dividends than SPWCX: VSGIX (0.67) vs SPWCX (0.00). SPWCX was incepted earlier than VSGIX: SPWCX (13 years) vs VSGIX (25 years). 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 : 18.39 vs. SPWCX (4.54). VSGIX return over 5 years is better than : 44.30 vs. SPWCX (-24.80).
| SPWCX | VSGIX | SPWCX / VSGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 4.892 | 18.638 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 369M | 40.7B | 1% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 4.54 | 18.39 | 25% |
| Returns for 3 years | -30.52 | 2.38 | -1,282% |
| Returns for 5 years | -24.80 | 44.30 | -56% |
| Returns for 10 years | -40.40 | 130.83 | -31% |
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