Interact to see
Advertisement
Advertisement
SPWAX vs VEXRX
SPWAX vs VEXRX Comparison
Open Charts SPWAX vs VEXRX
American Beacon Stephens Sm Cp Gr A
Price$12.07
Change+$0.19 (+1.60%)
VolumeN/A
Net Assets388.87M
Vanguard Explorer Adm
Price$106.11
Change+$0.76 (+0.72%)
VolumeN/A
Net Assets20.12B
SPWAX vs VEXRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SPWAX vs. VEXRX commentary
Jul 17, 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: 20.1B vs. SPWAX (389M). VEXRX pays higher dividends than SPWAX: VEXRX (0.52) 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 : -1.87 vs. VEXRX (-6.84). VEXRX return over 5 years is better than : 8.31 vs. SPWAX (-18.99).
| 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 | 3.074 | -1.404 | -219% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 50000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 389M | 20.1B | 2% |
| Annual Yield % from dividends | 0.00 | 0.52 | - |
| Returns for 1 year | -1.87 | -6.84 | 27% |
| Returns for 3 years | 11.86 | 18.01 | 66% |
| Returns for 5 years | -18.99 | 8.31 | -228% |
| Returns for 10 years | -26.74 | 14.59 | -183% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| TMFC | 64.88 | 0.21 | +0.32% |
| Motley Fool 100 ETF | |||
| NBSD | 50.99 | 0.08 | +0.16% |
| Neuberger Berman Short Duration Inc ETF | |||
| MID | 65.12 | 0.06 | +0.09% |
| American Century Mid Cap Gr Impact ETF | |||
| IDVO | 34.08 | 0.02 | +0.06% |
| Amplify CWP International Enh Div IncETF | |||
| DYNI | 26.28 | N/A | N/A |
| ETF Opportunities Trust IDX Dynamic Innovation ETF | |||