Interact to see
Advertisement
Advertisement
SPWAX vs VEXPX
SPWAX vs VEXPX Comparison
Open Charts SPWAX vs VEXPX
American Beacon Stephens Sm Cp Gr A
Price$12.07
Change+$0.19 (+1.60%)
VolumeN/A
Net Assets388.87M
SPWAX vs VEXPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SPWAX vs. VEXPX commentary
Jul 17, 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 Buy and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.1B vs. SPWAX (389M). VEXPX pays higher dividends than SPWAX: VEXPX (0.40) vs SPWAX (0.00). SPWAX was incepted earlier than VEXPX: SPWAX (13 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 : -1.87 vs. VEXPX (-6.93). VEXPX return over 5 years is better than : 8.26 vs. SPWAX (-18.99).
| SPWAX | VEXPX | SPWAX / VEXPX | |
| Total Expense Ratio | 1.29 | 0.44 | 293% |
| Annual Report Gross Expense Ratio | 1.57 | 0.44 | 357% |
| Fund Existence | 13 years | 58 years | - |
| Gain YTD | 3.074 | -1.462 | -210% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 389M | 20.1B | 2% |
| Annual Yield % from dividends | 0.00 | 0.40 | - |
| Returns for 1 year | -1.87 | -6.93 | 27% |
| Returns for 3 years | 11.86 | 17.90 | 66% |
| Returns for 5 years | -18.99 | 8.26 | -230% |
| Returns for 10 years | -26.74 | 14.49 | -185% |
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 | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ZSC | 23.57 | 0.10 | +0.43% |
| USCF Sustainable Commodity Strategy | |||
| BUFB | 34.10 | 0.10 | +0.29% |
| Innovator Laddered Allocation Buffer ETF | |||
| POCT | 41.56 | 0.04 | +0.10% |
| Innovator U.S. Equity Power Buf ETF™ Oct | |||
| CCOR | 26.85 | 0.02 | +0.06% |
| Core Alternative Capital | |||
| XLE | 86.13 | -0.75 | -0.86% |
| The Energy Select Sector SPDR® ETF | |||