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SPWYX vs VSGIX
SPWYX vs VSGIX Comparison
Open Charts SPWYX vs VSGIX
American Beacon Stephens Sm Cp Gr Y
Price$16.46
Change+$0.23 (+1.42%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$83.81
Change+$1.46 (+1.77%)
VolumeN/A
CapitalizationN/A
SPWYX vs VSGIX Comparison Chart
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SPWYX vs. VSGIX commentary
Nov 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 VSGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35.8B vs. SPWYX (386M). VSGIX pays higher dividends than SPWYX: VSGIX (0.67) vs SPWYX (0.00). SPWYX was incepted earlier than VSGIX: SPWYX (13 years) vs VSGIX (25 years). VSGIX is a more actively managed with annual turnover of: 19.00 vs. SPWYX (15.00). 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 : 35.73 vs. SPWYX (28.91). VSGIX return over 5 years is better than : 53.75 vs. SPWYX (-1.16).
| SPWYX | VSGIX | SPWYX / 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 | 20.311 | 21.268 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 386M | 35.8B | 1% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 28.91 | 35.73 | 81% |
| Returns for 3 years | -28.25 | 1.65 | -1,707% |
| Returns for 5 years | -1.16 | 53.75 | -2% |
| Returns for 10 years | -6.32 | 137.66 | -5% |
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