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SPWAX vs VEXPX
SPWAX vs VEXPX Comparison
Open Charts SPWAX vs VEXPX
American Beacon Stephens Sm Cp Gr A
Price$11.00
Change+$0.21 (+1.95%)
VolumeN/A
Net Assets331.7M
SPWAX vs VEXPX Comparison Chart
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SPWAX vs. VEXPX commentary
Apr 03, 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: 21.4B vs. SPWAX (332M). VEXPX pays higher dividends than SPWAX: VEXPX (0.44) vs SPWAX (0.00). SPWAX was incepted earlier than VEXPX: SPWAX (13 years) vs VEXPX (57 years). SPWAX (1.49) is less costly to investors than VEXPX (0.45). VEXPX is a more actively managed with annual turnover of: 35.00 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 : -6.62 vs. VEXPX (-9.38). VEXPX return over 5 years is better than : 48.70 vs. SPWAX (12.70).
| SPWAX | VEXPX | SPWAX / VEXPX | |
| Total Expense Ratio | 1.29 | 0.45 | 287% |
| Annual Report Gross Expense Ratio | 1.49 | 0.45 | 331% |
| Fund Existence | 13 years | 57 years | - |
| Gain YTD | -6.063 | -8.604 | 70% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 332M | 21.4B | 2% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | -6.62 | -9.38 | 71% |
| Returns for 3 years | -18.03 | -9.70 | 186% |
| Returns for 5 years | 12.70 | 48.70 | 26% |
| Returns for 10 years | -32.04 | 6.90 | -465% |
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