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SPWCX vs VSGIX
SPWCX vs VSGIX Comparison
Open Charts SPWCX vs VSGIX
American Beacon Stephens Sm Cp Gr C
Price$8.94
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets388.61M
Vanguard Small Cap Growth Index I
Price$76.06
Change+$0.45 (+0.60%)
VolumeN/A
Net Assets34.95B
SPWCX vs VSGIX Comparison Chart in %
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SPWCX vs. VSGIX commentary
Jun 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 Hold and VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35B vs. SPWCX (389M). VSGIX pays higher dividends than SPWCX: VSGIX (0.58) vs SPWCX (0.00). SPWCX was incepted earlier than VSGIX: SPWCX (13 years) vs VSGIX (25 years). SPWCX (2.15) is less costly to investors than VSGIX (0.06). SPWCX is a more actively managed with annual turnover of: 37.00 vs. VSGIX (21.00). 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 : 8.23 vs. SPWCX (-3.97). VSGIX return over 5 years is better than : 36.12 vs. SPWCX (-29.38).
| SPWCX | VSGIX | SPWCX / VSGIX | |
| Total Expense Ratio | 2.07 | 0.06 | 3,450% |
| Annual Report Gross Expense Ratio | 2.15 | 0.06 | 3,583% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | -1.542 | -4.045 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 389M | 35B | 1% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | -3.97 | 8.23 | -48% |
| Returns for 3 years | 3.11 | 41.09 | 8% |
| Returns for 5 years | -29.38 | 36.12 | -81% |
| Returns for 10 years | -45.52 | 100.19 | -45% |
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