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$12.78
Change-$0.48 (-3.62%)
VolumeN/A
Net Assets434.57M
Vanguard Small Cap Growth Index I
Price$82.18
Change-$2.84 (-3.34%)
VolumeN/A
Net Assets39.74B
SPWAX vs VSGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SPWAX vs. VSGIX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.7B vs. SPWAX (435M). VSGIX pays higher dividends than SPWAX: VSGIX (0.55) 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 : 4.02 vs. SPWAX (-0.82). VSGIX return over 5 years is better than : 27.70 vs. SPWAX (-18.30).
| 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 | 13.237 | 7.958 | 166% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 435M | 39.7B | 1% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | -0.82 | 4.02 | -20% |
| Returns for 3 years | 14.71 | 41.29 | 36% |
| Returns for 5 years | -18.30 | 27.70 | -66% |
| Returns for 10 years | -10.06 | 155.49 | -6% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement