Interact to see
Advertisement
Advertisement
SPWCX vs VEXPX
SPWCX vs VEXPX Comparison
Open Charts SPWCX vs VEXPX
American Beacon Stephens Sm Cp Gr C
Price$10.34
Change+$0.17 (+1.67%)
VolumeN/A
Net Assets452.12M
SPWCX vs VEXPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SPWCX vs. VEXPX commentary
Oct 09, 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 Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.6B vs. SPWCX (452M). VEXPX pays higher dividends than SPWCX: VEXPX (0.38) vs SPWCX (0.00). SPWCX was incepted earlier than VEXPX: SPWCX (14 years) vs VEXPX (58 years). SPWCX (2.15) 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). SPWCX annual gain was more profitable for investors over the last year : 3.04 vs. VEXPX (-0.73). VEXPX return over 5 years is better than : 3.75 vs. SPWCX (-28.53).
| SPWCX | VEXPX | SPWCX / VEXPX | |
| Total Expense Ratio | 2.07 | 0.44 | 470% |
| Annual Report Gross Expense Ratio | 2.15 | 0.44 | 489% |
| Fund Existence | 14 years | 58 years | - |
| Gain YTD | 12.004 | 4.776 | 251% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 452M | 20.6B | 2% |
| Annual Yield % from dividends | 0.00 | 0.38 | - |
| Returns for 1 year | 3.04 | -0.73 | -419% |
| Returns for 3 years | 13.38 | 27.83 | 48% |
| Returns for 5 years | -28.53 | 3.75 | -762% |
| Returns for 10 years | -30.98 | 33.32 | -93% |
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 % |
| BTCC | 31.68 | 0.33 | +1.05% |
| Grayscale Bitcoin Covered Call ETF | |||
| BKEM | 74.09 | 0.41 | +0.56% |
| BNY Mellon Emerging Markets Equity ETF | |||
| BUFG | 27.03 | 0.05 | +0.18% |
| FT Vest Buffered Allocation Gr ETF | |||
| DBC | 22.76 | 0.03 | +0.13% |
| Invesco DB Commodity Tracking | |||
| SCC | 14.86 | -0.09 | -0.63% |
| ProShares UltraShort Consumer Disc | |||