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SPWCX vs VEXRX
SPWCX vs VEXRX Comparison
Open Charts SPWCX vs VEXRX
American Beacon Stephens Sm Cp Gr C
Price$9.36
Change+$0.08 (+0.86%)
VolumeN/A
Net Assets407.6M
Vanguard Explorer Adm
Price$107.70
Change+$0.84 (+0.79%)
VolumeN/A
Net Assets19.41B
SPWCX vs VEXRX Comparison Chart in %
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SPWCX vs. VEXRX 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 VEXRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.4B vs. SPWCX (408M). VEXRX pays higher dividends than SPWCX: VEXRX (0.52) 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). VEXRX annual gain was more profitable for investors over the last year : 1.29 vs. SPWCX (0.97). VEXRX return over 5 years is better than : 13.21 vs. SPWCX (-28.11).
| 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 | 3.084 | 0.796 | 388% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 408M | 19.4B | 2% |
| Annual Yield % from dividends | 0.00 | 0.52 | - |
| Returns for 1 year | 0.97 | 1.29 | 75% |
| Returns for 3 years | 3.54 | 20.96 | 17% |
| Returns for 5 years | -28.11 | 13.21 | -213% |
| Returns for 10 years | -40.76 | 18.20 | -224% |
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