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SPWAX vs VEXRX
SPWAX vs VEXRX Comparison
Open Charts SPWAX vs VEXRX
American Beacon Stephens Sm Cp Gr A
Price$11.00
Change+$0.21 (+1.95%)
VolumeN/A
Net Assets331.7M
SPWAX vs VEXRX Comparison Chart
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SPWAX vs. VEXRX 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 VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 21.4B vs. SPWAX (332M). VEXRX pays higher dividends than SPWAX: VEXRX (0.56) vs SPWAX (0.00). SPWAX was incepted earlier than VEXRX: SPWAX (13 years) vs VEXRX (23 years). SPWAX (1.49) is less costly to investors than VEXRX (0.34). VEXRX is a more actively managed with annual turnover of: 35.00 vs. SPWAX (15.00). SPWAX has a lower initial minimum investment than VEXRX: SPWAX (2500) vs VEXRX (50000). SPWAX annual gain was more profitable for investors over the last year : -6.62 vs. VEXRX (-9.28). VEXRX return over 5 years is better than : 48.79 vs. SPWAX (12.70).
| SPWAX | VEXRX | SPWAX / VEXRX | |
| Total Expense Ratio | 1.29 | 0.34 | 379% |
| Annual Report Gross Expense Ratio | 1.49 | 0.34 | 438% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | -6.063 | -8.573 | 71% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 50000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 332M | 21.4B | 2% |
| Annual Yield % from dividends | 0.00 | 0.56 | - |
| Returns for 1 year | -6.62 | -9.28 | 71% |
| Returns for 3 years | -18.03 | -9.60 | 188% |
| Returns for 5 years | 12.70 | 48.79 | 26% |
| Returns for 10 years | -32.04 | 7.01 | -457% |
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