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SPWAX vs VEXPX
SPWAX vs VEXPX Comparison
Open Charts SPWAX vs VEXPX
American Beacon Stephens Sm Cp Gr A
Price$11.98
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets454.03M
SPWAX vs VEXPX Comparison Chart in %
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SPWAX vs. VEXPX commentary
Dec 27, 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 Buy and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.7B vs. SPWAX (454M). VEXPX pays higher dividends than SPWAX: VEXPX (0.37) 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 : 0.17 vs. VEXPX (-5.86). VEXPX return over 5 years is better than : -9.82 vs. SPWAX (-28.35).
| 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 | 2.306 | 1.862 | 124% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 454M | 20.7B | 2% |
| Annual Yield % from dividends | 0.00 | 0.37 | - |
| Returns for 1 year | 0.17 | -5.86 | -3% |
| Returns for 3 years | 28.82 | 26.81 | 107% |
| Returns for 5 years | -28.35 | -9.82 | 289% |
| Returns for 10 years | -16.79 | 43.59 | -39% |
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