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SPWCX vs VEXPX
SPWCX vs VEXPX Comparison
Open Charts SPWCX vs VEXPX
SPWCX vs VEXPX Comparison Chart in %
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SPWCX vs. VEXPX commentary
Sep 13, 2026
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 Hold and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 22.4B vs. SPWCX (519M). VEXPX pays higher dividends than SPWCX: VEXPX (0.37) vs SPWCX (0.00). SPWCX was incepted earlier than VEXPX: SPWCX (15 years) vs VEXPX (59 years). SPWCX (2.17) is less costly to investors than VEXPX (0.39). VEXPX is a more actively managed with annual turnover of: 51.00 vs. SPWCX (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 : 5.94 vs. SPWCX (-3.19). VEXPX return over 5 years is better than : -12.36 vs. SPWCX (-41.46).
| SPWCX | VEXPX | SPWCX / VEXPX | |
| Total Expense Ratio | 2.06 | 0.39 | 528% |
| Annual Report Gross Expense Ratio | 2.17 | 0.39 | 556% |
| Fund Existence | 15 years | 59 years | - |
| Gain YTD | 11.494 | 12.508 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 519M | 22.4B | 2% |
| Annual Yield % from dividends | 0.00 | 0.37 | - |
| Returns for 1 year | -3.19 | 5.94 | -54% |
| Returns for 3 years | 17.15 | 26.91 | 64% |
| Returns for 5 years | -41.46 | -12.36 | 335% |
| Returns for 10 years | -32.94 | 51.20 | -64% |
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