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SPWYX vs VEXPX
SPWYX vs VEXPX Comparison
Open Charts SPWYX vs VEXPX
American Beacon Stephens Sm Cp Gr Y
Price$16.17
Change+$0.13 (+0.81%)
VolumeN/A
Net Assets437.99M
SPWYX vs VEXPX Comparison Chart in %
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SPWYX vs. VEXPX 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 SPWYX is a Buy and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.5B vs. SPWYX (438M). VEXPX pays higher dividends than SPWYX: VEXPX (0.39) vs SPWYX (0.00). SPWYX was incepted earlier than VEXPX: SPWYX (14 years) vs VEXPX (58 years). SPWYX (1.14) is less costly to investors than VEXPX (0.44). SPWYX is a more actively managed with annual turnover of: 37.00 vs. VEXPX (35.00). VEXPX has a lower initial minimum investment than SPWYX: VEXPX (3000) vs SPWYX (100000). SPWYX annual gain was more profitable for investors over the last year : 10.53 vs. VEXPX (2.63). VEXPX return over 5 years is better than : 12.14 vs. SPWYX (-5.16).
| SPWYX | VEXPX | SPWYX / VEXPX | |
| Total Expense Ratio | 1.06 | 0.44 | 241% |
| Annual Report Gross Expense Ratio | 1.14 | 0.44 | 259% |
| Fund Existence | 14 years | 58 years | - |
| Gain YTD | 10.678 | 5.159 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 438M | 20.5B | 2% |
| Annual Yield % from dividends | 0.00 | 0.39 | - |
| Returns for 1 year | 10.53 | 2.63 | 400% |
| Returns for 3 years | 21.85 | 22.05 | 99% |
| Returns for 5 years | -5.16 | 12.14 | -43% |
| Returns for 10 years | 0.12 | 31.21 | 0% |
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