Interact to see
Advertisement
Advertisement
SPWCX vs VEXRX
SPWCX vs VEXRX Comparison
Open Charts SPWCX vs VEXRX
American Beacon Stephens Sm Cp Gr C
Price$8.90
Change-$0.02 (-0.22%)
VolumeN/A
Net Assets454.03M
Vanguard Explorer Adm
Price$108.81
Change-$0.26 (-0.24%)
VolumeN/A
Net Assets20.72B
SPWCX vs VEXRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SPWCX vs. VEXRX commentary
Dec 28, 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 Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 20.7B vs. SPWCX (454M). VEXRX pays higher dividends than SPWCX: VEXRX (0.48) vs SPWCX (0.00). SPWCX was incepted earlier than VEXRX: SPWCX (14 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 : -3.99 vs. VEXRX (-5.89). VEXRX return over 5 years is better than : -9.80 vs. SPWCX (-39.62).
| SPWCX | VEXRX | SPWCX / VEXRX | |
| Total Expense Ratio | 2.07 | 0.33 | 627% |
| Annual Report Gross Expense Ratio | 2.15 | 0.33 | 652% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | -1.982 | 1.834 | -108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 454M | 20.7B | 2% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | -3.99 | -5.89 | 68% |
| Returns for 3 years | 18.35 | 26.92 | 68% |
| Returns for 5 years | -39.62 | -9.80 | 404% |
| Returns for 10 years | -36.16 | 43.75 | -83% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement