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SPWCX vs VEXRX
SPWCX vs VEXRX Comparison
Open Charts SPWCX vs VEXRX
American Beacon Stephens Sm Cp Gr C
Price$9.13
Change+$0.08 (+0.88%)
VolumeN/A
Net Assets397.37M
Vanguard Explorer Adm
Price$103.78
Change+$1.11 (+1.08%)
VolumeN/A
Net Assets19.41B
SPWCX vs VEXRX Comparison Chart
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SPWCX vs. VEXRX commentary
Jun 07, 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 VEXRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.4B vs. SPWCX (397M). VEXRX pays higher dividends than SPWCX: VEXRX (0.54) vs SPWCX (0.00). SPWCX was incepted earlier than VEXRX: SPWCX (13 years) vs VEXRX (24 years). SPWCX (2.15) is less costly to investors than VEXRX (0.33). SPWCX is a more actively managed with annual turnover of: 37.00 vs. VEXRX (35.00). SPWCX has a lower initial minimum investment than VEXRX: SPWCX (1000) vs VEXRX (50000). SPWCX annual gain was more profitable for investors over the last year : -2.46 vs. VEXRX (-4.02). VEXRX return over 5 years is better than : 6.60 vs. SPWCX (-29.82).
| SPWCX | VEXRX | SPWCX / VEXRX | |
| Total Expense Ratio | 2.07 | 0.33 | 627% |
| Annual Report Gross Expense Ratio | 2.15 | 0.33 | 652% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 0.551 | -3.912 | -14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 397M | 19.4B | 2% |
| Annual Yield % from dividends | 0.00 | 0.54 | - |
| Returns for 1 year | -2.46 | -4.02 | 61% |
| Returns for 3 years | -7.96 | 4.83 | -165% |
| Returns for 5 years | -29.82 | 6.60 | -452% |
| Returns for 10 years | -42.36 | 12.14 | -349% |
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