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SPWYX vs VEXRX
SPWYX vs VEXRX Comparison
Open Charts SPWYX vs VEXRX
American Beacon Stephens Sm Cp Gr Y
Price$14.62
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets395.88M
Vanguard Explorer Adm
Price$102.67
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets19.41B
SPWYX vs VEXRX Comparison Chart
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SPWYX vs. VEXRX commentary
Jun 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.4B vs. SPWYX (396M). VEXRX pays higher dividends than SPWYX: VEXRX (0.54) vs SPWYX (0.00). SPWYX was incepted earlier than VEXRX: SPWYX (13 years) vs VEXRX (24 years). SPWYX (1.14) is less costly to investors than VEXRX (0.33). SPWYX is a more actively managed with annual turnover of: 37.00 vs. VEXRX (35.00). 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 : 0.69 vs. VEXRX (-4.44). VEXRX return over 5 years is better than : 6.58 vs. SPWYX (-10.80).
| SPWYX | VEXRX | SPWYX / VEXRX | |
| Total Expense Ratio | 1.06 | 0.33 | 321% |
| Annual Report Gross Expense Ratio | 1.14 | 0.33 | 345% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 0.068 | -3.921 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 50000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 396M | 19.4B | 2% |
| Annual Yield % from dividends | 0.00 | 0.54 | - |
| Returns for 1 year | 0.69 | -4.44 | -16% |
| Returns for 3 years | 5.48 | 6.39 | 86% |
| Returns for 5 years | -10.80 | 6.58 | -164% |
| Returns for 10 years | -15.37 | 11.85 | -130% |
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