Interact to see
Advertisement
Advertisement
SPWCX vs VISGX
SPWCX vs VISGX Comparison
Open Charts SPWCX vs VISGX
American Beacon Stephens Sm Cp Gr C
Price$8.93
Change-$0.14 (-1.54%)
VolumeN/A
Net Assets388.2M
Vanguard Small Cap Growth Index I
Price$75.13
Change-$1.25 (-1.64%)
VolumeN/A
Net Assets34.95B
SPWCX vs VISGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SPWCX vs. VISGX commentary
Jun 16, 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 SPWCX is a Hold and VISGX is a Buy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 35B vs. SPWCX (388M). VISGX pays higher dividends than SPWCX: VISGX (0.44) vs SPWCX (0.00). SPWCX was incepted earlier than VISGX: SPWCX (13 years) vs VISGX (27 years). SPWCX (2.15) is less costly to investors than VISGX (0.19). SPWCX is a more actively managed with annual turnover of: 37.00 vs. VISGX (21.00). SPWCX has a lower initial minimum investment than VISGX: SPWCX (1000) vs VISGX (3000). VISGX annual gain was more profitable for investors over the last year : 7.11 vs. SPWCX (-3.98). VISGX return over 5 years is better than : 40.29 vs. SPWCX (-27.28).
| SPWCX | VISGX | SPWCX / VISGX | |
| Total Expense Ratio | 2.07 | 0.19 | 1,089% |
| Annual Report Gross Expense Ratio | 2.15 | 0.19 | 1,132% |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | -1.652 | -4.531 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 388M | 35B | 1% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | -3.98 | 7.11 | -56% |
| Returns for 3 years | 1.25 | 38.50 | 3% |
| Returns for 5 years | -27.28 | 40.29 | -68% |
| Returns for 10 years | -44.83 | 100.60 | -45% |
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 | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PNRZX | 59.18 | 0.43 | +0.73% |
| PGIM Jennison Natural Resources Z | |||
| FAVCX | 23.17 | -0.20 | -0.86% |
| Fidelity Advisor Equity Value C | |||
| AMGIX | 36.51 | -0.44 | -1.19% |
| American Century Discplnd Cor Val I | |||
| DHLYX | 33.16 | -0.40 | -1.19% |
| Diamond Hill Large Cap Y | |||
| CTOGX | 14.74 | -0.33 | -2.19% |
| Calamos Timpani SMID Growth R6 | |||