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SPWCX vs VSGIX
SPWCX vs VSGIX Comparison
Open Charts SPWCX vs VSGIX
American Beacon Stephens Sm Cp Gr C
Price$8.56
Change-$0.04 (-0.47%)
VolumeN/A
Net Assets348.37M
Vanguard Small Cap Growth Index I
Price$72.37
Change-$0.15 (-0.21%)
VolumeN/A
Net Assets32.98B
SPWCX vs VSGIX Comparison Chart
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SPWCX vs. VSGIX commentary
May 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 Buy and VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 33B vs. SPWCX (348M). 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). 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 : 2.11 vs. SPWCX (-9.51). VSGIX return over 5 years is better than : 41.73 vs. SPWCX (-27.27).
| 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 | -5.727 | -8.157 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 348M | 33B | 1% |
| Annual Yield % from dividends | 0.00 | 0.61 | - |
| Returns for 1 year | -9.51 | 2.11 | -452% |
| Returns for 3 years | -5.93 | 28.11 | -21% |
| Returns for 5 years | -27.27 | 41.73 | -65% |
| Returns for 10 years | -44.49 | 98.57 | -45% |
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