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SPWCX vs VEXPX
SPWCX vs VEXPX Comparison
Open Charts SPWCX vs VEXPX
American Beacon Stephens Sm Cp Gr C
Price$8.56
Change-$0.04 (-0.47%)
VolumeN/A
Net Assets348.37M
SPWCX vs VEXPX Comparison Chart
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SPWCX vs. VEXPX commentary
May 11, 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 SPWCX is a Buy and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 18.9B vs. SPWCX (348M). VEXPX pays higher dividends than SPWCX: VEXPX (0.44) vs SPWCX (0.00). SPWCX was incepted earlier than VEXPX: SPWCX (13 years) vs VEXPX (57 years). SPWCX (2.17) is less costly to investors than VEXPX (0.44). SPWCX is a more actively managed with annual turnover of: 37.00 vs. VEXPX (35.00). SPWCX has a lower initial minimum investment than VEXPX: SPWCX (1000) vs VEXPX (3000). VEXPX annual gain was more profitable for investors over the last year : -8.57 vs. SPWCX (-9.51). VEXPX return over 5 years is better than : 14.19 vs. SPWCX (-27.27).
| SPWCX | VEXPX | SPWCX / VEXPX | |
| Total Expense Ratio | 2.07 | 0.44 | 470% |
| Annual Report Gross Expense Ratio | 2.17 | 0.44 | 493% |
| Fund Existence | 13 years | 57 years | - |
| Gain YTD | -5.727 | -7.951 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 348M | 18.9B | 2% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | -9.51 | -8.57 | 111% |
| Returns for 3 years | -5.93 | 8.90 | -67% |
| Returns for 5 years | -27.27 | 14.19 | -192% |
| Returns for 10 years | -44.49 | 8.57 | -519% |
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