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SPWYX vs VSGIX
SPWYX vs VSGIX Comparison
Open Charts SPWYX vs VSGIX
American Beacon Stephens Sm Cp Gr Y
Price$14.62
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets395.88M
Vanguard Small Cap Growth Index I
Price$75.74
Change-$0.13 (-0.17%)
VolumeN/A
Net Assets34.95B
SPWYX vs VSGIX Comparison Chart
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SPWYX vs. VSGIX commentary
Jun 06, 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 SPWYX is a Buy and VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35B vs. SPWYX (396M). VSGIX pays higher dividends than SPWYX: VSGIX (0.58) vs SPWYX (0.00). SPWYX was incepted earlier than VSGIX: SPWYX (13 years) vs VSGIX (25 years). SPWYX (1.14) is less costly to investors than VSGIX (0.06). SPWYX is a more actively managed with annual turnover of: 37.00 vs. VSGIX (21.00). SPWYX has a lower initial minimum investment than VSGIX: SPWYX (100000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 7.83 vs. SPWYX (0.69). VSGIX return over 5 years is better than : 34.29 vs. SPWYX (-10.80).
| SPWYX | VSGIX | SPWYX / VSGIX | |
| Total Expense Ratio | 1.06 | 0.06 | 1,767% |
| Annual Report Gross Expense Ratio | 1.14 | 0.06 | 1,900% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 0.068 | -3.715 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 396M | 35B | 1% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | 0.69 | 7.83 | 9% |
| Returns for 3 years | 5.48 | 24.92 | 22% |
| Returns for 5 years | -10.80 | 34.29 | -31% |
| Returns for 10 years | -15.37 | 105.32 | -15% |
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