SPWAX
Price
$12.45
Change
-$0.03 (-0.24%)
Updated
Aug 15 closing price
Net Assets
408.66M
VSGIX
Price
$80.56
Change
+$0.05 (+0.06%)
Updated
Aug 15 closing price
Net Assets
37.46B
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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$12.45
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets408.66M
Vanguard Small Cap Growth Index I
Price$80.56
Change+$0.05 (+0.06%)
VolumeN/A
Net Assets37.46B
SPWAX vs VSGIX Comparison Chart in %
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VS
SPWAX vs. VSGIX commentary
Aug 18, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 37.5B vs. SPWAX (409M). VSGIX pays higher dividends than SPWAX: VSGIX (0.54) 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 : 12.52 vs. SPWAX (2.81). VSGIX return over 5 years is better than : 34.27 vs. SPWAX (-20.19).
SPWAXVSGIXSPWAX / VSGIX
Total Expense Ratio1.290.062,150%
Annual Report Gross Expense Ratio1.570.062,617%
Fund Existence13 years25 years-
Gain YTD6.3192.257280%
Front Load6%N/A-
Min. Initial Investment250050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets409M37.5B1%
Annual Yield % from dividends0.000.54-
Returns for 1 year2.8112.5222%
Returns for 3 years-0.4821.63-2%
Returns for 5 years-20.1934.27-59%
Returns for 10 years-21.80121.03-18%
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