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SPWYX vs VSGIX
SPWYX vs VSGIX Comparison
Open Charts SPWYX vs VSGIX
American Beacon Stephens Sm Cp Gr Y
Price$13.73
Change+$0.26 (+1.93%)
VolumeN/A
Net Assets331.7M
Vanguard Small Cap Growth Index I
Price$72.41
Change+$1.21 (+1.70%)
VolumeN/A
Net Assets36.81B
SPWYX vs VSGIX Comparison Chart
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SPWYX vs. VSGIX commentary
Apr 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 36.8B vs. SPWYX (332M). VSGIX pays higher dividends than SPWYX: VSGIX (0.61) 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). 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 : -0.19 vs. SPWYX (-4.92). VSGIX return over 5 years is better than : 82.19 vs. SPWYX (24.48).
| 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 | -6.023 | -9.642 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 332M | 36.8B | 1% |
| Annual Yield % from dividends | 0.00 | 0.61 | - |
| Returns for 1 year | -4.92 | -0.19 | 2,578% |
| Returns for 3 years | -13.86 | 1.38 | -1,001% |
| Returns for 5 years | 24.48 | 82.19 | 30% |
| Returns for 10 years | -20.01 | 94.01 | -21% |
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