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SPWAX vs VEXRX
SPWAX vs VEXRX Comparison
Open Charts SPWAX vs VEXRX
American Beacon Stephens Sm Cp Gr A
Price$12.24
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets381.17M
Vanguard Explorer Adm
Price$110.38
Change+$0.37 (+0.34%)
VolumeN/A
Net Assets22.07B
SPWAX vs VEXRX Comparison Chart
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SPWAX vs. VEXRX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 22.1B vs. SPWAX (381M). 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). SPWAX annual gain was more profitable for investors over the last year : 13.65 vs. VEXRX (10.36). VEXRX return over 5 years is better than : 10.73 vs. SPWAX (-13.31).
| 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 | 4.526 | 3.304 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 50000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 381M | 22.1B | 2% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | 13.65 | 10.36 | 132% |
| Returns for 3 years | -6.99 | 1.76 | -398% |
| Returns for 5 years | -13.31 | 10.73 | -124% |
| Returns for 10 years | -18.83 | 32.42 | -58% |
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