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SPWAX vs VSGIX
SPWAX vs VSGIX Comparison
Open Charts SPWAX vs VSGIX
American Beacon Stephens Sm Cp Gr A
Price$12.02
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets455.46M
Vanguard Small Cap Growth Index I
Price$87.29
Change+$0.09 (+0.10%)
VolumeN/A
Net Assets39.73B
SPWAX vs VSGIX Comparison Chart in %
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SPWAX vs. VSGIX commentary
Dec 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.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.7B vs. SPWAX (455M). 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 : 8.53 vs. SPWAX (1.09). VSGIX return over 5 years is better than : 14.92 vs. SPWAX (-28.11).
| 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 | 2.647 | 10.840 | 24% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 455M | 39.7B | 1% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 1.09 | 8.53 | 13% |
| Returns for 3 years | 28.42 | 55.77 | 51% |
| Returns for 5 years | -28.11 | 14.92 | -188% |
| Returns for 10 years | -15.87 | 158.30 | -10% |
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