SPWAX
Price
$12.94
Change
+$0.10 (+0.78%)
Updated
Sep 5 closing price
Net Assets
437.99M
VISGX
Price
$83.56
Change
+$0.89 (+1.08%)
Updated
Sep 5 closing price
Net Assets
38.63B
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SPWAX vs VISGX

Header iconSPWAX vs VISGX Comparison
Open Charts SPWAX vs VISGXBanner chart's image
American Beacon Stephens Sm Cp Gr A
Price$12.94
Change+$0.10 (+0.78%)
VolumeN/A
Net Assets437.99M
Vanguard Small Cap Growth Index I
Price$83.56
Change+$0.89 (+1.08%)
VolumeN/A
Net Assets38.63B
SPWAX vs VISGX Comparison Chart in %
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SPWAX vs. VISGX commentary
Sep 07, 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 SPWAX is a Buy and VISGX is a Hold.

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FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 38.6B vs. SPWAX (438M). VISGX pays higher dividends than SPWAX: VISGX (0.40) vs SPWAX (0.00). SPWAX was incepted earlier than VISGX: SPWAX (14 years) vs VISGX (27 years). SPWAX (1.57) is less costly to investors than VISGX (0.19). SPWAX is a more actively managed with annual turnover of: 37.00 vs. VISGX (21.00). SPWAX has a lower initial minimum investment than VISGX: SPWAX (2500) vs VISGX (3000). VISGX annual gain was more profitable for investors over the last year : 18.17 vs. SPWAX (8.56). VISGX return over 5 years is better than : 41.95 vs. SPWAX (-14.13).
SPWAXVISGXSPWAX / VISGX
Total Expense Ratio1.290.19679%
Annual Report Gross Expense Ratio1.570.19826%
Fund Existence14 years27 years-
Gain YTD10.5046.198169%
Front Load6%N/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets438M38.6B1%
Annual Yield % from dividends0.000.40-
Returns for 1 year8.5618.1747%
Returns for 3 years15.9542.4838%
Returns for 5 years-14.1341.95-34%
Returns for 10 years-14.96141.02-11%
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