SPWAX
Price
$12.13
Change
+$0.11 (+0.92%)
Updated
Jul 3 closing price
Net Assets
407.6M
VISGX
Price
$79.16
Change
+$0.80 (+1.02%)
Updated
Jul 3 closing price
Net Assets
34.95B
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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$12.13
Change+$0.11 (+0.92%)
VolumeN/A
Net Assets407.6M
Vanguard Small Cap Growth Index I
Price$79.16
Change+$0.80 (+1.02%)
VolumeN/A
Net Assets34.95B
SPWAX vs VISGX Comparison Chart in %
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SPWAX vs. VISGX commentary
Jul 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 Buy.

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FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 35B vs. SPWAX (408M). 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 : 12.91 vs. SPWAX (4.12). VISGX return over 5 years is better than : 40.47 vs. SPWAX (-16.40).
SPWAXVISGXSPWAX / VISGX
Total Expense Ratio1.290.19679%
Annual Report Gross Expense Ratio1.570.19826%
Fund Existence13 years27 years-
Gain YTD3.5870.606592%
Front Load6%N/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets408M35B1%
Annual Yield % from dividends0.000.43-
Returns for 1 year4.1212.9132%
Returns for 3 years12.3141.7330%
Returns for 5 years-16.4040.47-41%
Returns for 10 years-25.25115.56-22%
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