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$11.56
Change-$0.18 (-1.53%)
VolumeN/A
Net Assets388.2M
Vanguard Small Cap Growth Index I
Price$75.25
Change-$1.25 (-1.63%)
VolumeN/A
Net Assets34.95B
SPWAX vs VSGIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SPWAX vs. VSGIX commentary
Jun 15, 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 Hold and VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35B vs. SPWAX (388M). VSGIX pays higher dividends than SPWAX: VSGIX (0.58) 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 : 7.16 vs. SPWAX (-1.11). VSGIX return over 5 years is better than : 40.60 vs. SPWAX (-15.44).
| 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 | 13 years | 25 years | - |
| Gain YTD | -1.281 | -4.502 | 28% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 388M | 35B | 1% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | -1.11 | 7.16 | -16% |
| Returns for 3 years | 9.78 | 38.64 | 25% |
| Returns for 5 years | -15.44 | 40.60 | -38% |
| Returns for 10 years | -30.44 | 101.47 | -30% |
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 % |
| BGX | 12.27 | N/A | N/A |
| Blackstone Long-Short Credit Income Fund | |||
| NBOS | 25.66 | -0.07 | -0.28% |
| Neuberger Berman Option Strategy ETF | |||
| NXN | 11.33 | -0.08 | -0.68% |
| Nuveen NY SEL Tax-Free | |||
| FSTA | 51.07 | -0.58 | -1.12% |
| Fidelity MSCI Consumer Staples ETF | |||
| VONG | 104.41 | -1.34 | -1.27% |
| Vanguard Russell 1000 Growth ETF | |||