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SPWCX vs VEXRX
SPWCX vs VEXRX Comparison
Open Charts SPWCX vs VEXRX
SPWCX vs VEXRX Comparison Chart in %
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SPWCX vs. VEXRX commentary
Sep 13, 2026
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 Hold and VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 22.4B vs. SPWCX (519M). VEXRX pays higher dividends than SPWCX: VEXRX (0.49) vs SPWCX (0.00). SPWCX was incepted earlier than VEXRX: SPWCX (15 years) vs VEXRX (25 years). SPWCX (2.17) is less costly to investors than VEXRX (0.28). VEXRX is a more actively managed with annual turnover of: 51.00 vs. SPWCX (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 : 5.91 vs. SPWCX (-3.19). VEXRX return over 5 years is better than : -12.35 vs. SPWCX (-41.46).
| SPWCX | VEXRX | SPWCX / VEXRX | |
| Total Expense Ratio | 2.06 | 0.28 | 736% |
| Annual Report Gross Expense Ratio | 2.17 | 0.28 | 775% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 11.494 | 12.597 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 519M | 22.4B | 2% |
| Annual Yield % from dividends | 0.00 | 0.49 | - |
| Returns for 1 year | -3.19 | 5.91 | -54% |
| Returns for 3 years | 17.15 | 27.02 | 63% |
| Returns for 5 years | -41.46 | -12.35 | 336% |
| Returns for 10 years | -32.94 | 51.33 | -64% |
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