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SPWAX vs VEXRX
SPWAX vs VEXRX Comparison
Open Charts SPWAX vs VEXRX
American Beacon Stephens Sm Cp Gr A
Price$12.44
Change-$0.04 (-0.32%)
VolumeN/A
CapitalizationN/A
Vanguard Explorer Adm
Price$114.22
Change-$0.76 (-0.66%)
VolumeN/A
CapitalizationN/A
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SPWAX vs VEXRX Comparison Chart
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SPWAX vs. VEXRX commentary
Sep 21, 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 Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 22.6B vs. SPWAX (349M). 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 annual gain was more profitable for investors over the last year : 22.97 vs. SPWAX (20.77). VEXRX return over 5 years is better than : 20.98 vs. SPWAX (-16.36).
| 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 | 11.444 | 11.382 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 50000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 349M | 22.6B | 2% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | 20.77 | 22.97 | 90% |
| Returns for 3 years | -35.22 | -15.06 | 234% |
| Returns for 5 years | -16.36 | 20.98 | -78% |
| Returns for 10 years | -23.67 | 20.61 | -115% |