SPWAX
Price
$12.32
Change
+$0.09 (+0.74%)
Updated
Jul 25 closing price
Net Assets
403.43M
VSGIX
Price
$80.83
Change
+$0.57 (+0.71%)
Updated
Jul 25 closing price
Net Assets
36.92B
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SPWAX vs VSGIX

Header iconSPWAX vs VSGIX Comparison
Open Charts SPWAX vs VSGIXBanner chart's image
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$80.83
Change+$0.57 (+0.71%)
VolumeN/A
Net Assets36.92B
SPWAX vs VSGIX Comparison Chart in %
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VS
SPWAX vs. VSGIX 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 VSGIX is a Buy.

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FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 36.9B vs. SPWAX (403M). VSGIX pays higher dividends than SPWAX: VSGIX (0.55) vs SPWAX (0.00). SPWAX was incepted earlier than VSGIX: SPWAX (13 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 : 12.32 vs. SPWAX (3.79). VSGIX return over 5 years is better than : 40.33 vs. SPWAX (-17.48).
SPWAXVSGIXSPWAX / VSGIX
Total Expense Ratio1.290.062,150%
Annual Report Gross Expense Ratio1.570.062,617%
Fund Existence13 years25 years-
Gain YTD5.2092.600200%
Front Load6%N/A-
Min. Initial Investment250050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets403M36.9B1%
Annual Yield % from dividends0.000.55-
Returns for 1 year3.7912.3231%
Returns for 3 years10.3038.2927%
Returns for 5 years-17.4840.33-43%
Returns for 10 years-23.67121.77-19%
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