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SPWAX vs VEXPX
SPWAX vs VEXPX Comparison
Open Charts SPWAX vs VEXPX
American Beacon Stephens Sm Cp Gr A
Price$12.24
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets381.17M
SPWAX vs VEXPX Comparison Chart
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SPWAX vs. VEXPX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 22.1B vs. SPWAX (381M). VEXPX pays higher dividends than SPWAX: VEXPX (0.48) vs SPWAX (0.00). SPWAX was incepted earlier than VEXPX: SPWAX (13 years) vs VEXPX (57 years). VEXPX is a more actively managed with annual turnover of: 40.00 vs. SPWAX (15.00). 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 : 13.65 vs. VEXPX (10.25). VEXPX return over 5 years is better than : 10.68 vs. SPWAX (-13.31).
| SPWAX | VEXPX | SPWAX / VEXPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 57 years | - |
| Gain YTD | 4.526 | 3.297 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 381M | 22.1B | 2% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 13.65 | 10.25 | 133% |
| Returns for 3 years | -6.99 | 1.66 | -420% |
| Returns for 5 years | -13.31 | 10.68 | -125% |
| Returns for 10 years | -18.83 | 32.29 | -58% |
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