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SPWCX vs VEXPX
SPWCX vs VEXPX Comparison
Open Charts SPWCX vs VEXPX
American Beacon Stephens Sm Cp Gr C
Price$9.40
Change-$0.03 (-0.32%)
VolumeN/A
Net Assets399.9M
SPWCX vs VEXPX Comparison Chart in %
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SPWCX vs. VEXPX commentary
Aug 08, 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: 19.9B vs. SPWCX (400M). VEXPX pays higher dividends than SPWCX: VEXPX (0.40) vs SPWCX (0.00). SPWCX was incepted earlier than VEXPX: SPWCX (13 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 : 3.30 vs. VEXPX (2.53). VEXPX return over 5 years is better than : 3.58 vs. SPWCX (-33.47).
| SPWCX | VEXPX | SPWCX / VEXPX | |
| Total Expense Ratio | 2.07 | 0.44 | 470% |
| Annual Report Gross Expense Ratio | 2.15 | 0.44 | 489% |
| Fund Existence | 13 years | 58 years | - |
| Gain YTD | 3.524 | -0.705 | -500% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 400M | 19.9B | 2% |
| Annual Yield % from dividends | 0.00 | 0.40 | - |
| Returns for 1 year | 3.30 | 2.53 | 130% |
| Returns for 3 years | -7.57 | 7.15 | -106% |
| Returns for 5 years | -33.47 | 3.58 | -935% |
| Returns for 10 years | -39.81 | 17.40 | -229% |
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