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SPWCX vs VEXRX
SPWCX vs VEXRX Comparison
Open Charts SPWCX vs VEXRX
American Beacon Stephens Sm Cp Gr C
Price$8.22
Change+$0.03 (+0.37%)
VolumeN/A
Net Assets324.37M
SPWCX vs VEXRX Comparison Chart
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SPWCX vs. VEXRX commentary
Mar 12, 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 Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 21.4B vs. SPWCX (324M). VEXRX pays higher dividends than SPWCX: VEXRX (0.53) vs SPWCX (0.00). SPWCX was incepted earlier than VEXRX: SPWCX (13 years) vs VEXRX (23 years). SPWCX (2.17) is less costly to investors than VEXRX (0.34). VEXRX is a more actively managed with annual turnover of: 35.00 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 : -9.61 vs. SPWCX (-13.20). VEXRX return over 5 years is better than : 40.35 vs. SPWCX (-8.36).
| SPWCX | VEXRX | SPWCX / VEXRX | |
| Total Expense Ratio | 2.07 | 0.34 | 609% |
| Annual Report Gross Expense Ratio | 2.17 | 0.34 | 638% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | -9.471 | -9.106 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 324M | 21.4B | 2% |
| Annual Yield % from dividends | 0.00 | 0.53 | - |
| Returns for 1 year | -13.20 | -9.61 | 137% |
| Returns for 3 years | -20.73 | -3.61 | 575% |
| Returns for 5 years | -8.36 | 40.35 | -21% |
| Returns for 10 years | -46.93 | 8.09 | -580% |
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