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SPWAX vs VEXPX
SPWAX vs VEXPX Comparison
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SPWAX vs VEXPX Comparison Chart in %
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SPWAX vs. VEXPX commentary
Aug 03, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 23.3B vs. SPWAX (528M). VEXPX pays higher dividends than SPWAX: VEXPX (0.37) vs SPWAX (0.00). SPWAX was incepted earlier than VEXPX: SPWAX (14 years) vs VEXPX (59 years). SPWAX (1.51) is less costly to investors than VEXPX (0.39). VEXPX is a more actively managed with annual turnover of: 51.00 vs. SPWAX (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 : 14.62 vs. SPWAX (6.20). VEXPX return over 5 years is better than : -10.12 vs. SPWAX (-29.24).
| SPWAX | VEXPX | SPWAX / VEXPX | |
| Total Expense Ratio | 1.28 | 0.39 | 328% |
| Annual Report Gross Expense Ratio | 1.51 | 0.39 | 387% |
| Fund Existence | 14 years | 59 years | - |
| Gain YTD | 11.187 | 14.319 | 78% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 528M | 23.3B | 2% |
| Annual Yield % from dividends | 0.00 | 0.37 | - |
| Returns for 1 year | 6.20 | 14.62 | 42% |
| Returns for 3 years | 22.02 | 22.18 | 99% |
| Returns for 5 years | -29.24 | -10.12 | 289% |
| Returns for 10 years | -12.25 | 54.66 | -22% |
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