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SPWAX vs VEXPX
SPWAX vs VEXPX Comparison
Open Charts SPWAX vs VEXPX
American Beacon Stephens Sm Cp Gr A
Price$11.31
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets373.76M
SPWAX vs VEXPX Comparison Chart
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SPWAX vs. VEXPX commentary
May 23, 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: 18.9B vs. SPWAX (374M). 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 (1.57) 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). VEXPX annual gain was more profitable for investors over the last year : -5.42 vs. SPWAX (-6.31). VEXPX return over 5 years is better than : 15.91 vs. SPWAX (-16.37).
| 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 | 57 years | - |
| Gain YTD | -3.587 | -3.854 | 93% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 374M | 18.9B | 2% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | -6.31 | -5.42 | 116% |
| Returns for 3 years | 2.54 | 12.99 | 20% |
| Returns for 5 years | -16.37 | 15.91 | -103% |
| Returns for 10 years | -30.00 | 11.57 | -259% |
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