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SPWYX vs VSGIX
SPWYX vs VSGIX Comparison
Open Charts SPWYX vs VSGIX
American Beacon Stephens Sm Cp Gr Y
Price$14.74
Change-$0.92 (-5.87%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$79.91
Change+$0.92 (+1.16%)
VolumeN/A
CapitalizationN/A
SPWYX vs VSGIX Comparison Chart
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SPWYX vs. VSGIX 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 VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 40.7B vs. SPWYX (370M). 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 : 18.14 vs. SPWYX (9.59). VSGIX return over 5 years is better than : 43.56 vs. SPWYX (-3.97).
| 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 | 9.266 | 17.675 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 370M | 40.7B | 1% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 9.59 | 18.14 | 53% |
| Returns for 3 years | -30.57 | 2.97 | -1,030% |
| Returns for 5 years | -3.97 | 43.56 | -9% |
| Returns for 10 years | -11.32 | 130.96 | -9% |
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