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SPWCX vs VEXPX
SPWCX vs VEXPX Comparison
Open Charts SPWCX vs VEXPX
American Beacon Stephens Sm Cp Gr C
Price$8.70
Change-$0.19 (-2.14%)
VolumeN/A
Net Assets429.49M
SPWCX vs VEXPX Comparison Chart in %
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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: 20.8B vs. SPWCX (429M). 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 | 429M | 20.8B | 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% |
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