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SPWYX vs VISGX
SPWYX vs VISGX Comparison
Open Charts SPWYX vs VISGX
American Beacon Stephens Sm Cp Gr Y
Price$14.74
Change-$0.92 (-5.87%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$79.78
Change+$0.92 (+1.17%)
VolumeN/A
CapitalizationN/A
SPWYX vs VISGX Comparison Chart
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SPWYX vs. VISGX commentary
Dec 23, 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 SPWYX is a Buy and VISGX is a Buy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 40.7B vs. SPWYX (370M). VISGX pays higher dividends than SPWYX: VISGX (0.55) vs SPWYX (0.00). SPWYX was incepted earlier than VISGX: SPWYX (13 years) vs VISGX (27 years). VISGX is a more actively managed with annual turnover of: 19.00 vs. SPWYX (15.00). VISGX has a lower initial minimum investment than SPWYX: VISGX (3000) vs SPWYX (100000). VISGX annual gain was more profitable for investors over the last year : 18.05 vs. SPWYX (9.59). VISGX return over 5 years is better than : 43.27 vs. SPWYX (-3.97).
| SPWYX | VISGX | SPWYX / VISGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | 9.266 | 17.595 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 370M | 40.7B | 1% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 9.59 | 18.05 | 53% |
| Returns for 3 years | -30.57 | 2.84 | -1,076% |
| Returns for 5 years | -3.97 | 43.27 | -9% |
| Returns for 10 years | -11.32 | 129.84 | -9% |