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SPWYX vs VEXPX
SPWYX vs VEXPX Comparison
Open Charts SPWYX vs VEXPX
American Beacon Stephens Sm Cp Gr Y
Price$15.49
Change-$1.15 (-6.91%)
VolumeN/A
Net Assets442.55M
SPWYX vs VEXPX Comparison Chart in %
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SPWYX vs. VEXPX commentary
Feb 04, 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 SPWYX is a Hold and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.2B vs. SPWYX (443M). VEXPX pays higher dividends than SPWYX: VEXPX (0.41) 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). VEXPX is a more actively managed with annual turnover of: 51.00 vs. SPWYX (37.00). 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 : 1.84 vs. VEXPX (0.69). VEXPX return over 5 years is better than : -12.99 vs. SPWYX (-24.33).
| 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 | 3.405 | 4.085 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 443M | 20.2B | 2% |
| Annual Yield % from dividends | 0.00 | 0.41 | - |
| Returns for 1 year | 1.84 | 0.69 | 266% |
| Returns for 3 years | 20.54 | 13.47 | 153% |
| Returns for 5 years | -24.33 | -12.99 | 187% |
| Returns for 10 years | 21.51 | 72.10 | 30% |
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