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SPWAX vs VEXRX
SPWAX vs VEXRX Comparison
Open Charts SPWAX vs VEXRX
American Beacon Stephens Sm Cp Gr A
Price$12.71
Change-$0.29 (-2.23%)
VolumeN/A
CapitalizationN/A
Vanguard Explorer Adm
Price$116.29
Change-$2.06 (-1.74%)
VolumeN/A
CapitalizationN/A
SPWAX vs VEXRX Comparison Chart
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SPWAX vs. VEXRX commentary
Nov 18, 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 Buy and VEXRX is a StrongSell.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 22B vs. SPWAX (372M). VEXRX pays higher dividends than SPWAX: VEXRX (0.58) vs SPWAX (0.00). SPWAX was incepted earlier than VEXRX: SPWAX (13 years) vs VEXRX (23 years). VEXRX is a more actively managed with annual turnover of: 40.00 vs. SPWAX (15.00). SPWAX has a lower initial minimum investment than VEXRX: SPWAX (2500) vs VEXRX (50000). VEXRX (26.37) and SPWAX (25.84) have marching annual gain over last year. VEXRX return over 5 years is better than : 18.31 vs. SPWAX (-13.89).
| SPWAX | VEXRX | SPWAX / VEXRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 15.441 | 12.651 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 50000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 372M | 22B | 2% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | 25.84 | 26.37 | 98% |
| Returns for 3 years | -37.54 | -20.66 | 182% |
| Returns for 5 years | -13.89 | 18.31 | -76% |
| Returns for 10 years | -21.82 | 18.71 | -117% |
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