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SPWAX vs VEXPX
SPWAX vs VEXPX Comparison
Open Charts SPWAX vs VEXPX
American Beacon Stephens Sm Cp Gr A
Price$12.94
Change+$0.10 (+0.78%)
VolumeN/A
Net Assets437.99M
SPWAX vs VEXPX Comparison Chart in %
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SPWAX vs. VEXPX commentary
Sep 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 Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.5B vs. SPWAX (438M). VEXPX pays higher dividends than SPWAX: VEXPX (0.39) 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 : 8.56 vs. VEXPX (2.63). VEXPX return over 5 years is better than : 12.14 vs. SPWAX (-14.13).
| 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 | 10.504 | 5.159 | 204% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 438M | 20.5B | 2% |
| Annual Yield % from dividends | 0.00 | 0.39 | - |
| Returns for 1 year | 8.56 | 2.63 | 325% |
| Returns for 3 years | 15.95 | 22.05 | 72% |
| Returns for 5 years | -14.13 | 12.14 | -116% |
| Returns for 10 years | -14.96 | 31.21 | -48% |
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