Interact to see
Advertisement
Advertisement
SPWAX vs VSGIX
SPWAX vs VSGIX Comparison
Open Charts SPWAX vs VSGIX
American Beacon Stephens Sm Cp Gr A
Price$13.19
Change-$0.08 (-0.60%)
VolumeN/A
Net Assets452.24M
Vanguard Small Cap Growth Index I
Price$84.53
Change-$0.37 (-0.44%)
VolumeN/A
Net Assets39.1B
SPWAX vs VSGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SPWAX vs. VSGIX commentary
Oct 19, 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 VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.1B vs. SPWAX (452M). VSGIX pays higher dividends than SPWAX: VSGIX (0.56) vs SPWAX (0.00). SPWAX was incepted earlier than VSGIX: SPWAX (14 years) vs VSGIX (25 years). SPWAX (1.57) is less costly to investors than VSGIX (0.06). SPWAX is a more actively managed with annual turnover of: 37.00 vs. VSGIX (21.00). SPWAX has a lower initial minimum investment than VSGIX: SPWAX (2500) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 10.22 vs. SPWAX (3.45). VSGIX return over 5 years is better than : 31.33 vs. SPWAX (-17.56).
| SPWAX | VSGIX | SPWAX / VSGIX | |
| Total Expense Ratio | 1.29 | 0.06 | 2,150% |
| Annual Report Gross Expense Ratio | 1.57 | 0.06 | 2,617% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 12.639 | 7.336 | 172% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 452M | 39.1B | 1% |
| Annual Yield % from dividends | 0.00 | 0.56 | - |
| Returns for 1 year | 3.45 | 10.22 | 34% |
| Returns for 3 years | 21.90 | 49.80 | 44% |
| Returns for 5 years | -17.56 | 31.33 | -56% |
| Returns for 10 years | -12.21 | 148.90 | -8% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| AUSF | 45.58 | 0.51 | +1.13% |
| Global X Adaptive US Factor ETF | |||
| TEAF | 11.75 | 0.03 | +0.26% |
| Ecofin Sustainable and Social Impact Term Fund | |||
| FLAX | 29.49 | 0.02 | +0.08% |
| Franklin FTSE Asia ex Japan ETF | |||
| JLQD | 42.47 | N/A | N/A |
| Janus Henderson Corporate Bond ETF | |||
| SCHP | 27.03 | -0.04 | -0.15% |
| Schwab US TIPS ETF™ | |||