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SPWAX vs VEXRX
SPWAX vs VEXRX Comparison
Open Charts SPWAX vs VEXRX
American Beacon Stephens Sm Cp Gr A
Price$12.11
Change-$1.20 (-9.02%)
VolumeN/A
Net Assets444.59M
Vanguard Explorer Adm
Price$111.06
Change-$1.83 (-1.62%)
VolumeN/A
Net Assets20.23B
SPWAX vs VEXRX Comparison Chart in %
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SPWAX vs. VEXRX commentary
Feb 04, 2026
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 Hold and VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 20.2B vs. SPWAX (445M). VEXRX pays higher dividends than SPWAX: VEXRX (0.54) vs SPWAX (0.00). SPWAX was incepted earlier than VEXRX: SPWAX (14 years) vs VEXRX (24 years). SPWAX (1.57) is less costly to investors than VEXRX (0.33). VEXRX is a more actively managed with annual turnover of: 51.00 vs. SPWAX (37.00). SPWAX has a lower initial minimum investment than VEXRX: SPWAX (2500) vs VEXRX (50000). VEXRX annual gain was more profitable for investors over the last year : 0.66 vs. SPWAX (-0.66). VEXRX return over 5 years is better than : -12.97 vs. SPWAX (-32.08).
| SPWAX | VEXRX | SPWAX / VEXRX | |
| Total Expense Ratio | 1.29 | 0.33 | 391% |
| Annual Report Gross Expense Ratio | 1.57 | 0.33 | 476% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 3.416 | 4.096 | 83% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 50000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 445M | 20.2B | 2% |
| Annual Yield % from dividends | 0.00 | 0.54 | - |
| Returns for 1 year | -0.66 | 0.66 | -99% |
| Returns for 3 years | 15.00 | 13.57 | 111% |
| Returns for 5 years | -32.08 | -12.97 | 247% |
| Returns for 10 years | 1.27 | 72.29 | 2% |
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