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SPWYX vs VEXRX
SPWYX vs VEXRX Comparison
Open Charts SPWYX vs VEXRX
American Beacon Stephens Sm Cp Gr Y
Price$15.62
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets390.23M
Vanguard Explorer Adm
Price$112.23
Change-$0.07 (-0.06%)
VolumeN/A
Net Assets22.07B
SPWYX vs VEXRX Comparison Chart
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SPWYX vs. VEXRX 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 VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 22.1B vs. SPWYX (390M). 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 annual gain was more profitable for investors over the last year : 15.79 vs. VEXRX (9.71). VEXRX return over 5 years is better than : 13.34 vs. SPWYX (-1.95).
| 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 | 6.913 | 5.101 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 50000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 390M | 22.1B | 2% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | 15.79 | 9.71 | 163% |
| Returns for 3 years | 3.65 | 8.18 | 45% |
| Returns for 5 years | -1.95 | 13.34 | -15% |
| Returns for 10 years | -3.80 | 32.36 | -12% |
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