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SPWCX vs VEXRX
SPWCX vs VEXRX Comparison
Open Charts SPWCX vs VEXRX
American Beacon Stephens Sm Cp Gr C
Price$8.93
Change-$0.14 (-1.54%)
VolumeN/A
Net Assets388.2M
Vanguard Explorer Adm
Price$102.00
Change-$1.70 (-1.64%)
VolumeN/A
Net Assets19.41B
SPWCX vs VEXRX Comparison Chart
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SPWCX vs. VEXRX commentary
Jun 16, 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 Hold and VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.4B vs. SPWCX (388M). VEXRX pays higher dividends than SPWCX: VEXRX (0.54) vs SPWCX (0.00). SPWCX was incepted earlier than VEXRX: SPWCX (13 years) vs VEXRX (24 years). SPWCX (2.15) is less costly to investors than VEXRX (0.33). SPWCX is a more actively managed with annual turnover of: 37.00 vs. VEXRX (35.00). SPWCX has a lower initial minimum investment than VEXRX: SPWCX (1000) vs VEXRX (50000). SPWCX annual gain was more profitable for investors over the last year : -3.98 vs. VEXRX (-4.58). VEXRX return over 5 years is better than : 12.41 vs. SPWCX (-27.28).
| SPWCX | VEXRX | SPWCX / VEXRX | |
| Total Expense Ratio | 2.07 | 0.33 | 627% |
| Annual Report Gross Expense Ratio | 2.15 | 0.33 | 652% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | -1.652 | -4.539 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 388M | 19.4B | 2% |
| Annual Yield % from dividends | 0.00 | 0.54 | - |
| Returns for 1 year | -3.98 | -4.58 | 87% |
| Returns for 3 years | 1.25 | 16.73 | 7% |
| Returns for 5 years | -27.28 | 12.41 | -220% |
| Returns for 10 years | -44.83 | 8.95 | -501% |
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