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SPWCX vs VEXRX
SPWCX vs VEXRX Comparison
Open Charts SPWCX vs VEXRX
American Beacon Stephens Sm Cp Gr C
Price$10.49
Change+$0.46 (+4.59%)
VolumeN/A
CapitalizationN/A
Vanguard Explorer Adm
Price$119.59
Change+$4.64 (+4.04%)
VolumeN/A
CapitalizationN/A
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SPWCX vs VEXRX Comparison Chart
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SPWCX vs. VEXRX 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 VEXRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 22B vs. SPWCX (370M). VEXRX pays higher dividends than SPWCX: VEXRX (0.58) vs SPWCX (0.00). SPWCX was incepted earlier than VEXRX: SPWCX (13 years) vs VEXRX (23 years). VEXRX is a more actively managed with annual turnover of: 40.00 vs. SPWCX (15.00). SPWCX has a lower initial minimum investment than VEXRX: SPWCX (1000) vs VEXRX (50000). VEXRX annual gain was more profitable for investors over the last year : 33.44 vs. SPWCX (26.80). VEXRX return over 5 years is better than : 23.06 vs. SPWCX (-24.42).
| SPWCX | VEXRX | SPWCX / VEXRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 14.107 | 15.848 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 370M | 22B | 2% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | 26.80 | 33.44 | 80% |
| Returns for 3 years | -44.28 | -17.89 | 248% |
| Returns for 5 years | -24.42 | 23.06 | -106% |
| Returns for 10 years | -36.99 | 22.46 | -165% |
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