SPWAX
Price
$12.13
Change
+$0.11 (+0.92%)
Updated
Jul 3 closing price
Net Assets
407.6M
VSGIX
Price
$79.26
Change
+$0.80 (+1.02%)
Updated
Jul 3 closing price
Net Assets
34.95B
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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$12.13
Change+$0.11 (+0.92%)
VolumeN/A
Net Assets407.6M
Vanguard Small Cap Growth Index I
Price$79.26
Change+$0.80 (+1.02%)
VolumeN/A
Net Assets34.95B
SPWAX vs VSGIX Comparison Chart in %
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VS
SPWAX vs. VSGIX 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 VSGIX is a Buy.

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FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35B vs. SPWAX (408M). 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 : 12.95 vs. SPWAX (4.12). VSGIX return over 5 years is better than : 40.73 vs. SPWAX (-16.40).
SPWAXVSGIXSPWAX / VSGIX
Total Expense Ratio1.290.062,150%
Annual Report Gross Expense Ratio1.570.062,617%
Fund Existence13 years25 years-
Gain YTD3.5870.607591%
Front Load6%N/A-
Min. Initial Investment250050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets408M35B1%
Annual Yield % from dividends0.000.55-
Returns for 1 year4.1212.9532%
Returns for 3 years12.3141.8829%
Returns for 5 years-16.4040.73-40%
Returns for 10 years-25.25116.42-22%
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