SPWCX
Price
$9.36
Change
+$0.08 (+0.86%)
Updated
Jul 3 closing price
Net Assets
407.6M
VSGIX
Price
$79.26
Change
+$0.80 (+1.02%)
Updated
Jul 3 closing price
Net Assets
34.95B
Interact to see
Advertisement

SPWCX vs VSGIX

Header iconSPWCX vs VSGIX Comparison
Open Charts SPWCX vs VSGIXBanner chart's image
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 %
Loading...
View a ticker or compare two or three
VS
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.

Interact to see
Advertisement
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).
SPWCXVSGIXSPWCX / VSGIX
Total Expense Ratio2.070.063,450%
Annual Report Gross Expense Ratio2.150.063,583%
Fund Existence13 years25 years-
Gain YTD3.0840.607508%
Front LoadN/AN/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets408M35B1%
Annual Yield % from dividends0.000.55-
Returns for 1 year0.9712.957%
Returns for 3 years3.5441.888%
Returns for 5 years-28.1140.73-69%
Returns for 10 years-40.76116.42-35%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
CSQ18.440.21
+1.15%
Calamos Strategic Total Return
BCV19.130.13
+0.68%
Bancroft Fund Ltd
OVF27.330.07
+0.24%
Overlay Shares Foreign Equity ETF
GCAL49.60-0.01
-0.02%
Goldman Sachs Dynamic CA Muncpl Inc ETF
RSPG76.35-0.03
-0.04%
Invesco S&P 500® Equal Weight Energy ETF