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SPWAX vs VEXPX
SPWAX vs VEXPX Comparison
Open Charts SPWAX vs VEXPX
American Beacon Stephens Sm Cp Gr A
Price$12.13
Change+$0.11 (+0.92%)
VolumeN/A
Net Assets407.6M
SPWAX vs VEXPX Comparison Chart in %
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SPWAX vs. VEXPX commentary
Jul 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.4B vs. SPWAX (408M). 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 : 4.12 vs. VEXPX (1.30). VEXPX return over 5 years is better than : 13.29 vs. SPWAX (-16.40).
| 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 | 3.587 | 0.739 | 485% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 408M | 19.4B | 2% |
| Annual Yield % from dividends | 0.00 | 0.40 | - |
| Returns for 1 year | 4.12 | 1.30 | 316% |
| Returns for 3 years | 12.31 | 20.99 | 59% |
| Returns for 5 years | -16.40 | 13.29 | -123% |
| Returns for 10 years | -25.25 | 18.24 | -138% |
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