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SPWAX vs VEXPX
SPWAX vs VEXPX Comparison
Open Charts SPWAX vs VEXPX
American Beacon Stephens Sm Cp Gr A
Price$13.20
Change-$0.13 (-0.98%)
VolumeN/A
Net Assets459.07M
SPWAX vs VEXPX Comparison Chart in %
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SPWAX vs. VEXPX commentary
Oct 09, 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 Hold and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.6B vs. SPWAX (459M). VEXPX pays higher dividends than SPWAX: VEXPX (0.38) vs SPWAX (0.00). SPWAX was incepted earlier than VEXPX: SPWAX (14 years) vs VEXPX (58 years). SPWAX (1.57) is less costly to investors than VEXPX (0.44). SPWAX is a more actively managed with annual turnover of: 37.00 vs. VEXPX (35.00). SPWAX has a lower initial minimum investment than VEXPX: SPWAX (2500) vs VEXPX (3000). SPWAX annual gain was more profitable for investors over the last year : 7.85 vs. VEXPX (0.76). VEXPX return over 5 years is better than : 6.12 vs. SPWAX (-15.10).
| SPWAX | VEXPX | SPWAX / VEXPX | |
| Total Expense Ratio | 1.29 | 0.44 | 293% |
| Annual Report Gross Expense Ratio | 1.57 | 0.44 | 357% |
| Fund Existence | 14 years | 58 years | - |
| Gain YTD | 13.834 | 6.037 | 229% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 459M | 20.6B | 2% |
| Annual Yield % from dividends | 0.00 | 0.38 | - |
| Returns for 1 year | 7.85 | 0.76 | 1,033% |
| Returns for 3 years | 24.12 | 29.37 | 82% |
| Returns for 5 years | -15.10 | 6.12 | -247% |
| Returns for 10 years | -12.10 | 34.92 | -35% |
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