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SPWAX vs VISGX
SPWAX vs VISGX Comparison
Open Charts SPWAX vs VISGX
American Beacon Stephens Sm Cp Gr A
Price$12.32
Change+$0.09 (+0.74%)
VolumeN/A
Net Assets403.43M
Vanguard Small Cap Growth Index I
Price$80.72
Change+$0.57 (+0.71%)
VolumeN/A
Net Assets36.92B
SPWAX vs VISGX Comparison Chart in %
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SPWAX vs. VISGX commentary
Jul 27, 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 Buy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 36.9B vs. SPWAX (403M). VISGX pays higher dividends than SPWAX: VISGX (0.43) vs SPWAX (0.00). SPWAX was incepted earlier than VISGX: SPWAX (13 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 : 12.27 vs. SPWAX (3.79). VISGX return over 5 years is better than : 40.06 vs. SPWAX (-17.48).
| SPWAX | VISGX | SPWAX / VISGX | |
| Total Expense Ratio | 1.29 | 0.19 | 679% |
| Annual Report Gross Expense Ratio | 1.57 | 0.19 | 826% |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | 5.209 | 2.589 | 201% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 403M | 36.9B | 1% |
| Annual Yield % from dividends | 0.00 | 0.43 | - |
| Returns for 1 year | 3.79 | 12.27 | 31% |
| Returns for 3 years | 10.30 | 38.15 | 27% |
| Returns for 5 years | -17.48 | 40.06 | -44% |
| Returns for 10 years | -23.67 | 120.87 | -20% |
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