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SPWAX vs VEXRX
SPWAX vs VEXRX Comparison
Open Charts SPWAX vs VEXRX
American Beacon Stephens Sm Cp Gr A
Price$11.53
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets386.35M
Vanguard Explorer Adm
Price$102.59
Change-$0.08 (-0.08%)
VolumeN/A
Net Assets19.41B
SPWAX vs VEXRX Comparison Chart in %
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SPWAX vs. VEXRX commentary
Jun 24, 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 Hold and VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.4B vs. SPWAX (386M). VEXRX pays higher dividends than SPWAX: VEXRX (0.54) vs SPWAX (0.00). SPWAX was incepted earlier than VEXRX: SPWAX (13 years) vs VEXRX (24 years). SPWAX (1.57) is less costly to investors than VEXRX (0.33). SPWAX is a more actively managed with annual turnover of: 37.00 vs. VEXRX (35.00). 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 : -0.86 vs. VEXRX (-2.92). VEXRX return over 5 years is better than : 9.86 vs. SPWAX (-18.23).
| SPWAX | VEXRX | SPWAX / VEXRX | |
| Total Expense Ratio | 1.29 | 0.33 | 391% |
| Annual Report Gross Expense Ratio | 1.57 | 0.33 | 476% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | -1.537 | -3.987 | 39% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 50000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 386M | 19.4B | 2% |
| Annual Yield % from dividends | 0.00 | 0.54 | - |
| Returns for 1 year | -0.86 | -2.92 | 29% |
| Returns for 3 years | 9.91 | 18.70 | 53% |
| Returns for 5 years | -18.23 | 9.86 | -185% |
| Returns for 10 years | -32.12 | 8.45 | -380% |
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