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SPWCX vs VEXPX
SPWCX vs VEXPX Comparison
Open Charts SPWCX vs VEXPX
American Beacon Stephens Sm Cp Gr C
Price$10.49
Change+$0.46 (+4.59%)
VolumeN/A
CapitalizationN/A
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SPWCX vs VEXPX Comparison Chart
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SPWCX vs. VEXPX commentary
Nov 07, 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 SPWCX is a Buy and VEXPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 22B vs. SPWCX (370M). VEXPX pays higher dividends than SPWCX: VEXPX (0.48) vs SPWCX (0.00). SPWCX was incepted earlier than VEXPX: SPWCX (13 years) vs VEXPX (57 years). VEXPX is a more actively managed with annual turnover of: 40.00 vs. SPWCX (15.00). 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 : 33.43 vs. SPWCX (26.80). VEXPX return over 5 years is better than : 23.13 vs. SPWCX (-24.42).
| SPWCX | VEXPX | SPWCX / VEXPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 57 years | - |
| Gain YTD | 14.107 | 15.732 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 370M | 22B | 2% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 26.80 | 33.43 | 80% |
| Returns for 3 years | -44.28 | -17.84 | 248% |
| Returns for 5 years | -24.42 | 23.13 | -106% |
| Returns for 10 years | -36.99 | 22.30 | -166% |
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