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SPWYX vs VSGIX
SPWYX vs VSGIX Comparison
Open Charts SPWYX vs VSGIX
American Beacon Stephens Sm Cp Gr Y
Price$15.62
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets390.23M
Vanguard Small Cap Growth Index I
Price$82.94
Change-$0.18 (-0.22%)
VolumeN/A
Net Assets38.1B
SPWYX vs VSGIX Comparison Chart
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SPWYX vs. VSGIX commentary
Jan 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 38.1B vs. SPWYX (390M). 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 : 23.98 vs. SPWYX (15.79). VSGIX return over 5 years is better than : 45.18 vs. SPWYX (-1.95).
| 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 | 6.913 | 5.442 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 390M | 38.1B | 1% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 15.79 | 23.98 | 66% |
| Returns for 3 years | 3.65 | 24.29 | 15% |
| Returns for 5 years | -1.95 | 45.18 | -4% |
| Returns for 10 years | -3.80 | 139.79 | -3% |