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SPWYX vs VEXRX
SPWYX vs VEXRX Comparison
Open Charts SPWYX vs VEXRX
American Beacon Stephens Sm Cp Gr Y
Price$13.73
Change+$0.26 (+1.93%)
VolumeN/A
Net Assets331.7M
SPWYX vs VEXRX Comparison Chart
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SPWYX vs. VEXRX commentary
Apr 03, 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 VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 21.4B vs. SPWYX (332M). VEXRX pays higher dividends than SPWYX: VEXRX (0.56) vs SPWYX (0.00). SPWYX was incepted earlier than VEXRX: SPWYX (13 years) vs VEXRX (23 years). SPWYX (1.14) is less costly to investors than VEXRX (0.34). VEXRX is a more actively managed with annual turnover of: 35.00 vs. SPWYX (15.00). VEXRX has a lower initial minimum investment than SPWYX: VEXRX (50000) vs SPWYX (100000). SPWYX annual gain was more profitable for investors over the last year : -4.92 vs. VEXRX (-9.28). VEXRX return over 5 years is better than : 48.79 vs. SPWYX (24.48).
| SPWYX | VEXRX | SPWYX / VEXRX | |
| Total Expense Ratio | 1.06 | 0.34 | 312% |
| Annual Report Gross Expense Ratio | 1.14 | 0.34 | 335% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | -6.023 | -8.573 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 50000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 332M | 21.4B | 2% |
| Annual Yield % from dividends | 0.00 | 0.56 | - |
| Returns for 1 year | -4.92 | -9.28 | 53% |
| Returns for 3 years | -13.86 | -9.60 | 144% |
| Returns for 5 years | 24.48 | 48.79 | 50% |
| Returns for 10 years | -20.01 | 7.01 | -286% |
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