SPWCX
Price
$9.36
Change
+$0.08 (+0.86%)
Updated
Jul 3 closing price
Net Assets
407.6M
VEXRX
Price
$107.70
Change
+$0.84 (+0.79%)
Updated
Jul 3 closing price
Net Assets
19.41B
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SPWCX vs VEXRX

Header iconSPWCX vs VEXRX Comparison
Open Charts SPWCX vs VEXRXBanner 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 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.

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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).
SPWCXVEXRXSPWCX / VEXRX
Total Expense Ratio2.070.33627%
Annual Report Gross Expense Ratio2.150.33652%
Fund Existence13 years24 years-
Gain YTD3.0840.796388%
Front LoadN/AN/A-
Min. Initial Investment1000500002%
Min. Initial Investment IRAN/AN/A-
Net Assets408M19.4B2%
Annual Yield % from dividends0.000.52-
Returns for 1 year0.971.2975%
Returns for 3 years3.5420.9617%
Returns for 5 years-28.1113.21-213%
Returns for 10 years-40.7618.20-224%
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