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SPWYX vs VEXPX
SPWYX vs VEXPX Comparison
Open Charts SPWYX vs VEXPX
American Beacon Stephens Sm Cp Gr Y
Price$15.62
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets390.23M
SPWYX vs VEXPX Comparison Chart
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SPWYX vs. VEXPX commentary
Jan 23, 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 SPWYX is a Buy and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 22.1B vs. SPWYX (390M). 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 annual gain was more profitable for investors over the last year : 15.79 vs. VEXPX (9.60). VEXPX return over 5 years is better than : 13.29 vs. SPWYX (-1.95).
| 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 | 6.913 | 5.098 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 390M | 22.1B | 2% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 15.79 | 9.60 | 164% |
| Returns for 3 years | 3.65 | 8.09 | 45% |
| Returns for 5 years | -1.95 | 13.29 | -15% |
| Returns for 10 years | -3.80 | 32.24 | -12% |
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