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SPWAX vs VEXPX
SPWAX vs VEXPX Comparison
Open Charts SPWAX vs VEXPX
American Beacon Stephens Sm Cp Gr A
Price$12.45
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets408.66M
SPWAX vs VEXPX Comparison Chart in %
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SPWAX vs. VEXPX commentary
Aug 18, 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 StrongBuy and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.9B vs. SPWAX (409M). VEXPX pays higher dividends than SPWAX: VEXPX (0.40) vs SPWAX (0.00). SPWAX was incepted earlier than VEXPX: SPWAX (13 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 : 2.81 vs. VEXPX (-1.90). VEXPX return over 5 years is better than : 5.07 vs. SPWAX (-20.19).
| SPWAX | VEXPX | SPWAX / VEXPX | |
| Total Expense Ratio | 1.29 | 0.44 | 293% |
| Annual Report Gross Expense Ratio | 1.57 | 0.44 | 357% |
| Fund Existence | 13 years | 58 years | - |
| Gain YTD | 6.319 | 1.235 | 512% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 409M | 19.9B | 2% |
| Annual Yield % from dividends | 0.00 | 0.40 | - |
| Returns for 1 year | 2.81 | -1.90 | -148% |
| Returns for 3 years | -0.48 | 5.40 | -9% |
| Returns for 5 years | -20.19 | 5.07 | -398% |
| Returns for 10 years | -21.80 | 19.92 | -109% |
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