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SPWCX vs VSGIX
SPWCX vs VSGIX Comparison
Open Charts SPWCX vs VSGIX
American Beacon Stephens Sm Cp Gr C
Price$7.97
Change+$0.05 (+0.63%)
VolumeN/A
Net Assets316.22M
Vanguard Small Cap Growth Index I
Price$66.64
Change+$0.45 (+0.68%)
VolumeN/A
Net Assets33.7B
SPWCX vs VSGIX Comparison Chart
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SPWCX vs. VSGIX commentary
Apr 19, 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 Buy and VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 33.7B vs. SPWCX (316M). VSGIX pays higher dividends than SPWCX: VSGIX (0.61) 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 : -1.03 vs. SPWCX (-11.25). VSGIX return over 5 years is better than : 44.18 vs. SPWCX (-23.88).
| 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 | -12.225 | -15.429 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 316M | 33.7B | 1% |
| Annual Yield % from dividends | 0.00 | 0.61 | - |
| Returns for 1 year | -11.25 | -1.03 | 1,087% |
| Returns for 3 years | -25.02 | 0.87 | -2,866% |
| Returns for 5 years | -23.88 | 44.18 | -54% |
| Returns for 10 years | -50.49 | 79.96 | -63% |
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