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SPWCX vs VSGIX
SPWCX vs VSGIX Comparison
Open Charts SPWCX vs VSGIX
American Beacon Stephens Sm Cp Gr C
Price$9.58
Change+$0.08 (+0.84%)
VolumeN/A
Net Assets381.91M
Vanguard Small Cap Growth Index I
Price$82.97
Change+$1.07 (+1.31%)
VolumeN/A
Net Assets38.1B
SPWCX vs VSGIX Comparison Chart
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SPWCX vs. VSGIX commentary
Feb 01, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 38.1B vs. SPWCX (382M). 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 : 24.25 vs. SPWCX (11.14). VSGIX return over 5 years is better than : 48.11 vs. SPWCX (-21.80).
| 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 | 5.507 | 3.894 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 382M | 38.1B | 1% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 11.14 | 24.25 | 46% |
| Returns for 3 years | -16.40 | 18.89 | -87% |
| Returns for 5 years | -21.80 | 48.11 | -45% |
| Returns for 10 years | -34.94 | 137.34 | -25% |
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