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SPWAX vs VEXPX
SPWAX vs VEXPX Comparison
Open Charts SPWAX vs VEXPX
American Beacon Stephens Sm Cp Gr A
Price$12.78
Change-$0.48 (-3.62%)
VolumeN/A
Net Assets434.57M
SPWAX vs VEXPX Comparison Chart in %
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SPWAX vs. VEXPX commentary
Nov 14, 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 SPWAX is a Hold and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.5B vs. SPWAX (435M). VEXPX pays higher dividends than SPWAX: VEXPX (0.38) vs SPWAX (0.00). SPWAX was incepted earlier than VEXPX: SPWAX (14 years) vs VEXPX (58 years). SPWAX (1.57) is less costly to investors than VEXPX (0.44). SPWAX is a more actively managed with annual turnover of: 37.00 vs. VEXPX (35.00). SPWAX has a lower initial minimum investment than VEXPX: SPWAX (2500) vs VEXPX (3000). SPWAX annual gain was more profitable for investors over the last year : -0.82 vs. VEXPX (-4.98). VEXPX return over 5 years is better than : 1.25 vs. SPWAX (-18.30).
| SPWAX | VEXPX | SPWAX / VEXPX | |
| Total Expense Ratio | 1.29 | 0.44 | 293% |
| Annual Report Gross Expense Ratio | 1.57 | 0.44 | 357% |
| Fund Existence | 14 years | 58 years | - |
| Gain YTD | 13.237 | 6.620 | 200% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 435M | 20.5B | 2% |
| Annual Yield % from dividends | 0.00 | 0.38 | - |
| Returns for 1 year | -0.82 | -4.98 | 17% |
| Returns for 3 years | 14.71 | 19.54 | 75% |
| Returns for 5 years | -18.30 | 1.25 | -1,468% |
| Returns for 10 years | -10.06 | 38.39 | -26% |
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