Interact to see
Advertisement
Advertisement
SPWCX vs VEXPX
SPWCX vs VEXPX Comparison
Open Charts SPWCX vs VEXPX
American Beacon Stephens Sm Cp Gr C
Price$8.89
Change-$0.09 (-1.00%)
VolumeN/A
Net Assets438.99M
SPWCX vs VEXPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SPWCX vs. VEXPX commentary
Feb 06, 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 SPWCX is a Hold and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.2B vs. SPWCX (439M). VEXPX pays higher dividends than SPWCX: VEXPX (0.41) vs SPWCX (0.00). SPWCX was incepted earlier than VEXPX: SPWCX (14 years) vs VEXPX (58 years). SPWCX (2.15) is less costly to investors than VEXPX (0.44). VEXPX is a more actively managed with annual turnover of: 51.00 vs. SPWCX (37.00). SPWCX has a lower initial minimum investment than VEXPX: SPWCX (1000) vs VEXPX (3000). VEXPX annual gain was more profitable for investors over the last year : -0.55 vs. SPWCX (-6.62). VEXPX return over 5 years is better than : -14.33 vs. SPWCX (-44.33).
| SPWCX | VEXPX | SPWCX / VEXPX | |
| Total Expense Ratio | 2.07 | 0.44 | 470% |
| Annual Report Gross Expense Ratio | 2.15 | 0.44 | 489% |
| Fund Existence | 14 years | 58 years | - |
| Gain YTD | 2.184 | 3.545 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 439M | 20.2B | 2% |
| Annual Yield % from dividends | 0.00 | 0.41 | - |
| Returns for 1 year | -6.62 | -0.55 | 1,199% |
| Returns for 3 years | 4.47 | 12.88 | 35% |
| Returns for 5 years | -44.33 | -14.33 | 309% |
| Returns for 10 years | -23.17 | 71.21 | -33% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BSMR | 23.72 | 0.01 | +0.02% |
| Invesco BulletShares 2027 Muncpl Bd ETF | |||
| FLAG | 27.66 | N/A | N/A |
| Global X S&P 500 U.S. Market Leaders Top 50 ETF | |||
| SXQG | 31.75 | N/A | N/A |
| ETC 6 Meridian Quality Growth ETF | |||
| HYDB | 47.39 | -0.06 | -0.13% |
| iShares High Yield Systematic Bond ETF | |||
| DDTS | 21.44 | -0.06 | -0.30% |
| Innovator Eq Dual Drctnl 10 Buf ETF -Sep | |||