SPWAX
Price
$12.92
Change
+$0.11 (+0.86%)
Updated
Aug 28 closing price
Net Assets
415.37M
VEXPX
Price
$119.94
Change
+$0.53 (+0.44%)
Updated
Aug 28 closing price
Net Assets
19.88B
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SPWAX vs VEXPX

Header iconSPWAX vs VEXPX Comparison
Open Charts SPWAX vs VEXPXBanner chart's image
American Beacon Stephens Sm Cp Gr A
Price$12.92
Change+$0.11 (+0.86%)
VolumeN/A
Net Assets415.37M
Vanguard Explorer I
Price$119.94
Change+$0.53 (+0.44%)
VolumeN/A
Net Assets19.88B
SPWAX vs VEXPX Comparison Chart in %
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SPWAX vs. VEXPX commentary
Aug 29, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.9B vs. SPWAX (415M). VEXPX pays higher dividends than SPWAX: VEXPX (0.40) vs SPWAX (0.00). SPWAX was incepted earlier than VEXPX: SPWAX (14 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 : 4.74 vs. VEXPX (-0.62). VEXPX return over 5 years is better than : 7.07 vs. SPWAX (-18.41).
SPWAXVEXPXSPWAX / VEXPX
Total Expense Ratio1.290.44293%
Annual Report Gross Expense Ratio1.570.44357%
Fund Existence14 years58 years-
Gain YTD9.3943.880242%
Front Load6%N/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets415M19.9B2%
Annual Yield % from dividends0.000.40-
Returns for 1 year4.74-0.62-766%
Returns for 3 years10.2416.5662%
Returns for 5 years-18.417.07-260%
Returns for 10 years-15.2530.75-50%
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