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SPWCX vs VEXPX
SPWCX vs VEXPX Comparison
Open Charts SPWCX vs VEXPX
American Beacon Stephens Sm Cp Gr C
Price$10.08
Change+$0.03 (+0.30%)
VolumeN/A
Net Assets443.9M
SPWCX vs VEXPX Comparison Chart in %
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SPWCX vs. VEXPX commentary
Dec 04, 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 SPWCX is a StrongBuy and VEXPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.5B vs. SPWCX (444M). VEXPX pays higher dividends than SPWCX: VEXPX (0.37) 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). SPWCX is a more actively managed with annual turnover of: 37.00 vs. VEXPX (35.00). SPWCX has a lower initial minimum investment than VEXPX: SPWCX (1000) vs VEXPX (3000). SPWCX annual gain was more profitable for investors over the last year : -6.16 vs. VEXPX (-6.50). VEXPX return over 5 years is better than : -3.56 vs. SPWCX (-33.49).
| 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 | 10.683 | 7.064 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 444M | 20.5B | 2% |
| Annual Yield % from dividends | 0.00 | 0.37 | - |
| Returns for 1 year | -6.16 | -6.50 | 95% |
| Returns for 3 years | 3.29 | 18.47 | 18% |
| Returns for 5 years | -33.49 | -3.56 | 940% |
| Returns for 10 years | -32.77 | 34.74 | -94% |
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