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SPWYX vs VEXRX
SPWYX vs VEXRX Comparison
Open Charts SPWYX vs VEXRX
American Beacon Stephens Sm Cp Gr Y
Price$14.74
Change-$0.92 (-5.87%)
VolumeN/A
CapitalizationN/A
Vanguard Explorer Adm
Price$114.79
Change+$0.94 (+0.83%)
VolumeN/A
CapitalizationN/A
SPWYX vs VEXRX Comparison Chart
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SPWYX vs. VEXRX commentary
Dec 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 Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 23.9B vs. SPWYX (370M). 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). VEXRX annual gain was more profitable for investors over the last year : 12.06 vs. SPWYX (9.59). VEXRX return over 5 years is better than : 17.83 vs. SPWYX (-3.97).
| 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 | 9.266 | 11.198 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 50000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 370M | 23.9B | 2% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | 9.59 | 12.06 | 80% |
| Returns for 3 years | -30.57 | -1.32 | 2,309% |
| Returns for 5 years | -3.97 | 17.83 | -22% |
| Returns for 10 years | -11.32 | 32.40 | -35% |
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