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SPWCX vs VEXRX
SPWCX vs VEXRX Comparison
Open Charts SPWCX vs VEXRX
American Beacon Stephens Sm Cp Gr C
Price$9.99
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets437.99M
Vanguard Explorer Adm
Price$112.69
Change+$0.25 (+0.22%)
VolumeN/A
Net Assets20.46B
SPWCX vs VEXRX Comparison Chart in %
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SPWCX vs. VEXRX commentary
Sep 09, 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 Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 20.5B vs. SPWCX (438M). VEXRX pays higher dividends than SPWCX: VEXRX (0.50) 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 : 5.39 vs. VEXRX (2.61). VEXRX return over 5 years is better than : 12.06 vs. SPWCX (-26.07).
| 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 | 9.912 | 5.232 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 438M | 20.5B | 2% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | 5.39 | 2.61 | 206% |
| Returns for 3 years | 6.97 | 22.01 | 32% |
| Returns for 5 years | -26.07 | 12.06 | -216% |
| Returns for 10 years | -32.55 | 31.16 | -104% |
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