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SPWCX vs VEXRX
SPWCX vs VEXRX Comparison
Open Charts SPWCX vs VEXRX
American Beacon Stephens Sm Cp Gr C
Price$8.56
Change-$0.04 (-0.47%)
VolumeN/A
Net Assets348.37M
SPWCX vs VEXRX Comparison Chart
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SPWCX vs. VEXRX commentary
May 11, 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: 18.9B vs. SPWCX (348M). VEXRX pays higher dividends than SPWCX: VEXRX (0.57) vs SPWCX (0.00). SPWCX was incepted earlier than VEXRX: SPWCX (13 years) vs VEXRX (24 years). SPWCX (2.17) 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). VEXRX annual gain was more profitable for investors over the last year : -8.48 vs. SPWCX (-9.51). VEXRX return over 5 years is better than : 14.25 vs. SPWCX (-27.27).
| SPWCX | VEXRX | SPWCX / VEXRX | |
| Total Expense Ratio | 2.07 | 0.33 | 627% |
| Annual Report Gross Expense Ratio | 2.17 | 0.33 | 658% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | -5.727 | -7.918 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 348M | 18.9B | 2% |
| Annual Yield % from dividends | 0.00 | 0.57 | - |
| Returns for 1 year | -9.51 | -8.48 | 112% |
| Returns for 3 years | -5.93 | 8.98 | -66% |
| Returns for 5 years | -27.27 | 14.25 | -191% |
| Returns for 10 years | -44.49 | 8.67 | -513% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| GSIE | 37.92 | 0.22 | +0.58% |
| Goldman Sachs ActiveBeta® Intl Eq ETF | |||
| ULST | 40.51 | 0.04 | +0.10% |
| SPDR® SSgA Ultra Short Term Bond ETF | |||
| THLV | 27.21 | 0.02 | +0.09% |
| THOR Equal Weight Low Volatility ETF | |||
| PMF | 8.24 | N/A | N/A |
| PIMCO Municipal Income FUND | |||
| TBX | 28.44 | N/A | N/A |
| ProShares Short 7-10 Year Treasury | |||