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FAMDX vs VEXRX
FAMDX vs VEXRX Comparison
Open Charts FAMDX vs VEXRX
FAM Small Cap Institutional
Price$24.76
Change+$1.88 (+8.22%)
VolumeN/A
Net Assets363.72M
FAMDX vs VEXRX Comparison Chart
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FAMDX vs. VEXRX commentary
Apr 11, 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 FAMDX is a Buy and VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.8B vs. FAMDX (364M). VEXRX pays higher dividends than FAMDX: VEXRX (0.56) vs FAMDX (0.00). FAMDX was incepted earlier than VEXRX: FAMDX (9 years) vs VEXRX (23 years). FAMDX (1.15) is less costly to investors than VEXRX (0.34). VEXRX is a more actively managed with annual turnover of: 35.00 vs. FAMDX (16.00). VEXRX has a lower initial minimum investment than FAMDX: VEXRX (50000) vs FAMDX (500000). FAMDX annual gain was more profitable for investors over the last year : -11.21 vs. VEXRX (-21.75). FAMDX return over 5 years is better than : 58.34 vs. VEXRX (10.67).
| FAMDX | VEXRX | FAMDX / VEXRX | |
| Total Expense Ratio | 1.15 | 0.34 | 338% |
| Annual Report Gross Expense Ratio | 1.15 | 0.34 | 338% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | -14.722 | -20.197 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 50000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 364M | 19.8B | 2% |
| Annual Yield % from dividends | 0.00 | 0.56 | - |
| Returns for 1 year | -11.21 | -21.75 | 52% |
| Returns for 3 years | 0.18 | -18.08 | -1% |
| Returns for 5 years | 58.34 | 10.67 | 547% |
| Returns for 10 years | N/A | -7.86 | - |
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