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SPWIX vs VEXPX
SPWIX vs VEXPX Comparison
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SPWIX vs VEXPX Comparison Chart in %
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SPWIX vs. VEXPX commentary
Aug 03, 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 SPWIX is a Hold and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 23.3B vs. SPWIX (292M). VEXPX pays higher dividends than SPWIX: VEXPX (0.37) vs SPWIX (0.00). SPWIX was incepted earlier than VEXPX: SPWIX (25 years) vs VEXPX (59 years). SPWIX (1.49) is less costly to investors than VEXPX (0.39). SPWIX is a more actively managed with annual turnover of: 155.00 vs. VEXPX (51.00). VEXPX has a lower initial minimum investment than SPWIX: VEXPX (3000) vs SPWIX (100000). VEXPX annual gain was more profitable for investors over the last year : 14.62 vs. SPWIX (8.48). VEXPX return over 5 years is better than : -10.12 vs. SPWIX (-20.94).
| SPWIX | VEXPX | SPWIX / VEXPX | |
| Total Expense Ratio | 1.38 | 0.39 | 354% |
| Annual Report Gross Expense Ratio | 1.49 | 0.39 | 382% |
| Fund Existence | 25 years | 59 years | - |
| Gain YTD | 12.537 | 14.319 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 292M | 23.3B | 1% |
| Annual Yield % from dividends | 0.00 | 0.37 | 0% |
| Returns for 1 year | 8.48 | 14.62 | 58% |
| Returns for 3 years | 15.22 | 22.18 | 69% |
| Returns for 5 years | -20.94 | -10.12 | 207% |
| Returns for 10 years | 26.67 | 54.66 | 49% |
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