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$11.53
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets386.35M
SPWAX vs VEXPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SPWAX vs. VEXPX commentary
Jun 24, 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 Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.4B vs. SPWAX (386M). VEXPX pays higher dividends than SPWAX: VEXPX (0.42) 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 : -0.86 vs. VEXPX (-3.02). VEXPX return over 5 years is better than : 9.81 vs. SPWAX (-18.23).
| 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 | -1.537 | -4.037 | 38% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 386M | 19.4B | 2% |
| Annual Yield % from dividends | 0.00 | 0.42 | - |
| Returns for 1 year | -0.86 | -3.02 | 28% |
| Returns for 3 years | 9.91 | 18.60 | 53% |
| Returns for 5 years | -18.23 | 9.81 | -186% |
| Returns for 10 years | -32.12 | 8.35 | -385% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement