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SPWYX vs VEXRX
SPWYX vs VEXRX Comparison
Open Charts SPWYX vs VEXRX
American Beacon Stephens Sm Cp Gr Y
Price$16.46
Change+$0.23 (+1.42%)
VolumeN/A
CapitalizationN/A
Vanguard Explorer Adm
Price$121.51
Change+$1.74 (+1.45%)
VolumeN/A
CapitalizationN/A
SPWYX vs VEXRX Comparison Chart
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SPWYX vs. VEXRX 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 VEXRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 22B vs. SPWYX (386M). VEXRX pays higher dividends than SPWYX: VEXRX (0.58) vs SPWYX (0.00). SPWYX was incepted earlier than VEXRX: SPWYX (13 years) vs VEXRX (23 years). VEXRX is a more actively managed with annual turnover of: 40.00 vs. SPWYX (15.00). VEXRX has a lower initial minimum investment than SPWYX: VEXRX (50000) vs SPWYX (100000). SPWYX (28.91) and VEXRX (28.10) have marching annual gain over last year. VEXRX return over 5 years is better than : 22.05 vs. SPWYX (-1.16).
| SPWYX | VEXRX | SPWYX / VEXRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 20.311 | 16.022 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 50000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 386M | 22B | 2% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | 28.91 | 28.10 | 103% |
| Returns for 3 years | -28.25 | -15.81 | 179% |
| Returns for 5 years | -1.16 | 22.05 | -5% |
| Returns for 10 years | -6.32 | 20.41 | -31% |
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