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SPWCX vs VSGIX
SPWCX vs VSGIX Comparison
Open Charts SPWCX vs VSGIX
American Beacon Stephens Sm Cp Gr C
Price$9.36
Change+$0.08 (+0.86%)
VolumeN/A
Net Assets407.6M
Vanguard Small Cap Growth Index I
Price$79.26
Change+$0.80 (+1.02%)
VolumeN/A
Net Assets34.95B
SPWCX vs VSGIX Comparison Chart in %
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SPWCX vs. VSGIX commentary
Jul 07, 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 Buy and VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35B vs. SPWCX (408M). VSGIX pays higher dividends than SPWCX: VSGIX (0.55) vs SPWCX (0.00). SPWCX was incepted earlier than VSGIX: SPWCX (13 years) vs VSGIX (25 years). SPWCX (2.15) is less costly to investors than VSGIX (0.06). SPWCX is a more actively managed with annual turnover of: 37.00 vs. VSGIX (21.00). SPWCX has a lower initial minimum investment than VSGIX: SPWCX (1000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 12.95 vs. SPWCX (0.97). VSGIX return over 5 years is better than : 40.73 vs. SPWCX (-28.11).
| SPWCX | VSGIX | SPWCX / VSGIX | |
| Total Expense Ratio | 2.07 | 0.06 | 3,450% |
| Annual Report Gross Expense Ratio | 2.15 | 0.06 | 3,583% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 3.084 | 0.607 | 508% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 408M | 35B | 1% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 0.97 | 12.95 | 7% |
| Returns for 3 years | 3.54 | 41.88 | 8% |
| Returns for 5 years | -28.11 | 40.73 | -69% |
| Returns for 10 years | -40.76 | 116.42 | -35% |
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