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SPWAX vs VEXRX
SPWAX vs VEXRX Comparison
Open Charts SPWAX vs VEXRX
American Beacon Stephens Sm Cp Gr A
Price$12.13
Change+$0.11 (+0.92%)
VolumeN/A
Net Assets407.6M
Vanguard Explorer Adm
Price$107.70
Change+$0.84 (+0.79%)
VolumeN/A
Net Assets19.41B
SPWAX vs VEXRX Comparison Chart in %
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SPWAX vs. VEXRX 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 VEXRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.4B vs. SPWAX (408M). VEXRX pays higher dividends than SPWAX: VEXRX (0.52) vs SPWAX (0.00). SPWAX was incepted earlier than VEXRX: SPWAX (13 years) vs VEXRX (24 years). SPWAX (1.57) is less costly to investors than VEXRX (0.33). SPWAX is a more actively managed with annual turnover of: 37.00 vs. VEXRX (35.00). SPWAX has a lower initial minimum investment than VEXRX: SPWAX (2500) vs VEXRX (50000). SPWAX annual gain was more profitable for investors over the last year : 4.12 vs. VEXRX (1.29). VEXRX return over 5 years is better than : 13.21 vs. SPWAX (-16.40).
| SPWAX | VEXRX | SPWAX / VEXRX | |
| Total Expense Ratio | 1.29 | 0.33 | 391% |
| Annual Report Gross Expense Ratio | 1.57 | 0.33 | 476% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 3.587 | 0.796 | 451% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 50000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 408M | 19.4B | 2% |
| Annual Yield % from dividends | 0.00 | 0.52 | - |
| Returns for 1 year | 4.12 | 1.29 | 320% |
| Returns for 3 years | 12.31 | 20.96 | 59% |
| Returns for 5 years | -16.40 | 13.21 | -124% |
| Returns for 10 years | -25.25 | 18.20 | -139% |
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