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SPWCX vs VEXRX
SPWCX vs VEXRX Comparison
Open Charts SPWCX vs VEXRX
American Beacon Stephens Sm Cp Gr C
Price$8.70
Change-$0.19 (-2.14%)
VolumeN/A
Net Assets429.49M
Vanguard Explorer Adm
Price$108.97
Change-$1.51 (-1.37%)
VolumeN/A
Net Assets20.79B
SPWCX vs VEXRX Comparison Chart in %
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SPWCX vs. VEXRX commentary
Feb 06, 2026
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: 20.8B vs. SPWCX (429M). VEXRX pays higher dividends than SPWCX: VEXRX (0.54) 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). VEXRX is a more actively managed with annual turnover of: 51.00 vs. SPWCX (37.00). 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 : -0.58 vs. SPWCX (-6.62). VEXRX return over 5 years is better than : -14.31 vs. SPWCX (-44.33).
| 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 | 2.184 | 3.552 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 429M | 20.8B | 2% |
| Annual Yield % from dividends | 0.00 | 0.54 | - |
| Returns for 1 year | -6.62 | -0.58 | 1,131% |
| Returns for 3 years | 4.47 | 12.98 | 34% |
| Returns for 5 years | -44.33 | -14.31 | 310% |
| Returns for 10 years | -23.17 | 71.39 | -32% |
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