Ad is loading...
SPWAX vs VEXPX
SPWAX vs VEXPX Comparison
Open Charts SPWAX vs VEXPX
American Beacon Stephens Sm Cp Gr A
Price$13.22
Change-$0.16 (-1.20%)
VolumeN/A
CapitalizationN/A
SPWAX vs VEXPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SPWAX vs. VEXPX commentary
Dec 19, 2024
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: 23.9B vs. SPWAX (389M). 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 : 20.07 vs. VEXPX (17.01). VEXPX return over 5 years is better than : 22.08 vs. SPWAX (-12.74).
| 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 | 20.073 | 14.606 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 389M | 23.9B | 2% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 20.07 | 17.01 | 118% |
| Returns for 3 years | -27.36 | -11.82 | 231% |
| Returns for 5 years | -12.74 | 22.08 | -58% |
| Returns for 10 years | -18.58 | 37.31 | -50% |
View a ticker or compare two or three
VS
VS
Ad is loading...