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SPWCX vs VEXPX
SPWCX vs VEXPX Comparison
Open Charts SPWCX vs VEXPX
American Beacon Stephens Sm Cp Gr C
Price$9.22
Change+$0.08 (+0.88%)
VolumeN/A
CapitalizationN/A
SPWCX vs VEXPX Comparison Chart
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SPWCX vs. VEXPX commentary
Dec 26, 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 Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 23.9B vs. SPWCX (369M). 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 : 12.19 vs. SPWCX (4.54). VEXPX return over 5 years is better than : 18.21 vs. SPWCX (-24.80).
| 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 | 4.892 | 12.004 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 369M | 23.9B | 2% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 4.54 | 12.19 | 37% |
| Returns for 3 years | -30.52 | -2.19 | 1,391% |
| Returns for 5 years | -24.80 | 18.21 | -136% |
| Returns for 10 years | -40.40 | 32.32 | -125% |
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