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SPWCX vs VEXRX
SPWCX vs VEXRX Comparison
Open Charts SPWCX vs VEXRX
American Beacon Stephens Sm Cp Gr C
Price$9.32
Change+$0.15 (+1.64%)
VolumeN/A
Net Assets388.87M
Vanguard Explorer Adm
Price$106.11
Change+$0.76 (+0.72%)
VolumeN/A
Net Assets20.12B
SPWCX vs VEXRX Comparison Chart in %
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SPWCX vs. VEXRX commentary
Jul 17, 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 Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 20.1B vs. SPWCX (389M). VEXRX pays higher dividends than SPWCX: VEXRX (0.52) 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 : -4.80 vs. VEXRX (-6.84). VEXRX return over 5 years is better than : 8.31 vs. SPWCX (-30.24).
| 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 | 2.643 | -1.404 | -188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 389M | 20.1B | 2% |
| Annual Yield % from dividends | 0.00 | 0.52 | - |
| Returns for 1 year | -4.80 | -6.84 | 70% |
| Returns for 3 years | 3.21 | 18.01 | 18% |
| Returns for 5 years | -30.24 | 8.31 | -364% |
| Returns for 10 years | -41.89 | 14.59 | -287% |
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