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SPWAX vs VSGAX
SPWAX vs VSGAX Comparison
Open Charts SPWAX vs VSGAX
American Beacon Stephens Sm Cp Gr A
Price$12.45
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets408.66M
Vanguard Small Cap Growth Index Admiral
Price$100.59
Change+$0.06 (+0.06%)
VolumeN/A
Net Assets37.46B
SPWAX vs VSGAX Comparison Chart in %
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SPWAX vs. VSGAX commentary
Aug 18, 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 StrongBuy and VSGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 37.5B vs. SPWAX (409M). VSGAX pays higher dividends than SPWAX: VSGAX (0.53) vs SPWAX (0.00). SPWAX was incepted earlier than VSGAX: SPWAX (13 years) vs VSGAX (14 years). SPWAX (1.57) is less costly to investors than VSGAX (0.07). SPWAX is a more actively managed with annual turnover of: 37.00 vs. VSGAX (21.00). SPWAX has a lower initial minimum investment than VSGAX: SPWAX (2500) vs VSGAX (3000). VSGAX annual gain was more profitable for investors over the last year : 12.52 vs. SPWAX (2.81). VSGAX return over 5 years is better than : 34.25 vs. SPWAX (-20.19).
| SPWAX | VSGAX | SPWAX / VSGAX | |
| Total Expense Ratio | 1.29 | 0.07 | 1,843% |
| Annual Report Gross Expense Ratio | 1.57 | 0.07 | 2,243% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 6.319 | 2.256 | 280% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 409M | 37.5B | 1% |
| Annual Yield % from dividends | 0.00 | 0.53 | - |
| Returns for 1 year | 2.81 | 12.52 | 22% |
| Returns for 3 years | -0.48 | 21.62 | -2% |
| Returns for 5 years | -20.19 | 34.25 | -59% |
| Returns for 10 years | -21.80 | 121.02 | -18% |
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