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SPWYX vs VEXPX
SPWYX vs VEXPX Comparison
Open Charts SPWYX vs VEXPX
American Beacon Stephens Sm Cp Gr Y
Price$16.46
Change+$0.23 (+1.42%)
VolumeN/A
CapitalizationN/A
SPWYX vs VEXPX Comparison Chart
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SPWYX vs. VEXPX commentary
Nov 23, 2024
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 SPWYX is a Buy and VEXPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 22B vs. SPWYX (386M). VEXPX pays higher dividends than SPWYX: VEXPX (0.48) vs SPWYX (0.00). SPWYX was incepted earlier than VEXPX: SPWYX (13 years) vs VEXPX (57 years). VEXPX is a more actively managed with annual turnover of: 40.00 vs. SPWYX (15.00). VEXPX has a lower initial minimum investment than SPWYX: VEXPX (3000) vs SPWYX (100000). SPWYX (28.91) and VEXPX (28.09) have marching annual gain over last year. VEXPX return over 5 years is better than : 22.11 vs. SPWYX (-1.16).
| SPWYX | VEXPX | SPWYX / VEXPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 57 years | - |
| Gain YTD | 20.311 | 15.894 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 386M | 22B | 2% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 28.91 | 28.09 | 103% |
| Returns for 3 years | -28.25 | -15.77 | 179% |
| Returns for 5 years | -1.16 | 22.11 | -5% |
| Returns for 10 years | -6.32 | 20.26 | -31% |
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