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SPWAX vs VEXRX
SPWAX vs VEXRX Comparison
Open Charts SPWAX vs VEXRX
American Beacon Stephens Sm Cp Gr A
Price$11.98
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets454.03M
Vanguard Explorer Adm
Price$108.81
Change-$0.26 (-0.24%)
VolumeN/A
Net Assets20.72B
SPWAX vs VEXRX Comparison Chart in %
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SPWAX vs. VEXRX commentary
Dec 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 Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 20.7B vs. SPWAX (454M). VEXRX pays higher dividends than SPWAX: VEXRX (0.48) 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). 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 : 0.17 vs. VEXRX (-5.89). VEXRX return over 5 years is better than : -9.80 vs. SPWAX (-28.35).
| 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 | 2.306 | 1.834 | 126% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 50000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 454M | 20.7B | 2% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 0.17 | -5.89 | -3% |
| Returns for 3 years | 28.82 | 26.92 | 107% |
| Returns for 5 years | -28.35 | -9.80 | 289% |
| Returns for 10 years | -16.79 | 43.75 | -38% |
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