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SPWAX vs VSGIX
SPWAX vs VSGIX Comparison
Open Charts SPWAX vs VSGIX
American Beacon Stephens Sm Cp Gr A
Price$13.20
Change+$0.10 (+0.76%)
VolumeN/A
Net Assets450.8M
Vanguard Small Cap Growth Index I
Price$85.51
Change+$0.83 (+0.98%)
VolumeN/A
Net Assets39.74B
SPWAX vs VSGIX Comparison Chart in %
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SPWAX vs. VSGIX commentary
Dec 04, 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 VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.7B vs. SPWAX (451M). VSGIX pays higher dividends than SPWAX: VSGIX (0.55) vs SPWAX (0.00). SPWAX was incepted earlier than VSGIX: SPWAX (14 years) vs VSGIX (26 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 : 0.15 vs. SPWAX (-3.26). VSGIX return over 5 years is better than : 21.88 vs. SPWAX (-22.68).
| 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 | 26 years | - |
| Gain YTD | 11.529 | 7.552 | 153% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 451M | 39.7B | 1% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | -3.26 | 0.15 | -2,127% |
| Returns for 3 years | 12.01 | 39.99 | 30% |
| Returns for 5 years | -22.68 | 21.88 | -104% |
| Returns for 10 years | -15.20 | 146.22 | -10% |
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