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SPWAX vs VEXRX
SPWAX vs VEXRX Comparison
Open Charts SPWAX vs VEXRX
American Beacon Stephens Sm Cp Gr A
Price$10.69
Change+$0.26 (+2.49%)
VolumeN/A
Net Assets323.03M
SPWAX vs VEXRX Comparison Chart
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SPWAX vs. VEXRX commentary
Apr 25, 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: 19.8B vs. SPWAX (323M). VEXRX pays higher dividends than SPWAX: VEXRX (0.56) vs SPWAX (0.00). SPWAX was incepted earlier than VEXRX: SPWAX (13 years) vs VEXRX (23 years). SPWAX (1.49) is less costly to investors than VEXRX (0.34). VEXRX is a more actively managed with annual turnover of: 35.00 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 : -9.30 vs. VEXRX (-11.24). VEXRX return over 5 years is better than : 17.63 vs. SPWAX (-10.70).
| SPWAX | VEXRX | SPWAX / VEXRX | |
| Total Expense Ratio | 1.29 | 0.34 | 379% |
| Annual Report Gross Expense Ratio | 1.49 | 0.34 | 438% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | -10.931 | -13.374 | 82% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 50000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 323M | 19.8B | 2% |
| Annual Yield % from dividends | 0.00 | 0.56 | - |
| Returns for 1 year | -9.30 | -11.24 | 83% |
| Returns for 3 years | -16.16 | -8.96 | 180% |
| Returns for 5 years | -10.70 | 17.63 | -61% |
| Returns for 10 years | -36.59 | 0.85 | -4,310% |
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