SPWCX
Price
$9.36
Change
+$0.08 (+0.86%)
Updated
Jul 3 closing price
Net Assets
407.6M
VEXPX
Price
$115.80
Change
+$0.91 (+0.79%)
Updated
Jul 3 closing price
Net Assets
19.41B
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SPWCX vs VEXPX

Header iconSPWCX vs VEXPX Comparison
Open Charts SPWCX vs VEXPXBanner chart's image
American Beacon Stephens Sm Cp Gr C
Price$9.36
Change+$0.08 (+0.86%)
VolumeN/A
Net Assets407.6M
Vanguard Explorer I
Price$115.80
Change+$0.91 (+0.79%)
VolumeN/A
Net Assets19.41B
SPWCX vs VEXPX Comparison Chart in %
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SPWCX vs. VEXPX commentary
Jul 07, 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 Buy and VEXPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.4B vs. SPWCX (408M). VEXPX pays higher dividends than SPWCX: VEXPX (0.40) vs SPWCX (0.00). SPWCX was incepted earlier than VEXPX: SPWCX (13 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). VEXPX annual gain was more profitable for investors over the last year : 1.30 vs. SPWCX (0.97). VEXPX return over 5 years is better than : 13.29 vs. SPWCX (-28.11).
SPWCXVEXPXSPWCX / VEXPX
Total Expense Ratio2.070.44470%
Annual Report Gross Expense Ratio2.150.44489%
Fund Existence13 years58 years-
Gain YTD3.0840.739417%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets408M19.4B2%
Annual Yield % from dividends0.000.40-
Returns for 1 year0.971.3074%
Returns for 3 years3.5420.9917%
Returns for 5 years-28.1113.29-212%
Returns for 10 years-40.7618.24-224%
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