SPWAX
Price
$12.32
Change
+$0.09 (+0.74%)
Updated
Jul 25 closing price
Net Assets
403.43M
VEXRX
Price
$108.38
Change
+$0.80 (+0.74%)
Updated
Jul 25 closing price
Net Assets
20.12B
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SPWAX vs VEXRX

Header iconSPWAX vs VEXRX Comparison
Open Charts SPWAX vs VEXRXBanner chart's image
American Beacon Stephens Sm Cp Gr A
Price$12.32
Change+$0.09 (+0.74%)
VolumeN/A
Net Assets403.43M
Vanguard Explorer Adm
Price$108.38
Change+$0.80 (+0.74%)
VolumeN/A
Net Assets20.12B
SPWAX vs VEXRX Comparison Chart in %
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SPWAX vs. VEXRX commentary
Jul 27, 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 Buy.

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FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 20.1B vs. SPWAX (403M). 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 : 3.79 vs. VEXRX (-1.37). VEXRX return over 5 years is better than : 11.05 vs. SPWAX (-17.48).
SPWAXVEXRXSPWAX / VEXRX
Total Expense Ratio1.290.33391%
Annual Report Gross Expense Ratio1.570.33476%
Fund Existence13 years24 years-
Gain YTD5.2091.432364%
Front Load6%N/A-
Min. Initial Investment2500500005%
Min. Initial Investment IRAN/AN/A-
Net Assets403M20.1B2%
Annual Yield % from dividends0.000.52-
Returns for 1 year3.79-1.37-278%
Returns for 3 years10.3017.0261%
Returns for 5 years-17.4811.05-158%
Returns for 10 years-23.6720.53-115%
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