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FAMDX vs VEXPX
FAMDX vs VEXPX Comparison
Open Charts FAMDX vs VEXPX
FAM Small Cap Institutional
Price$27.91
Change-$0.20 (-0.71%)
VolumeN/A
CapitalizationN/A
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FAMDX vs VEXPX Comparison Chart
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FAMDX vs. VEXPX commentary
Sep 21, 2024
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 FAMDX is a Buy and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 22.6B vs. FAMDX (420M). VEXPX pays higher dividends than FAMDX: VEXPX (0.48) vs FAMDX (0.00). FAMDX was incepted earlier than VEXPX: FAMDX (9 years) vs VEXPX (57 years). VEXPX is a more actively managed with annual turnover of: 40.00 vs. FAMDX (16.00). VEXPX has a lower initial minimum investment than FAMDX: VEXPX (3000) vs FAMDX (500000). VEXPX annual gain was more profitable for investors over the last year : 24.36 vs. FAMDX (18.16). FAMDX return over 5 years is better than : 53.94 vs. VEXPX (20.26).
| FAMDX | VEXPX | FAMDX / VEXPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 57 years | - |
| Gain YTD | 12.269 | 10.554 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 420M | 22.6B | 2% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 18.16 | 24.36 | 75% |
| Returns for 3 years | 11.82 | -15.69 | -75% |
| Returns for 5 years | 53.94 | 20.26 | 266% |
| Returns for 10 years | N/A | 20.68 | - |
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