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FAMDX vs VEXRX
FAMDX vs VEXRX Comparison
Open Charts FAMDX vs VEXRX
FAM Small Cap Institutional
Price$28.23
Change+$0.21 (+0.75%)
VolumeN/A
Net Assets444.21M
Vanguard Explorer Adm
Price$112.47
Change+$1.28 (+1.15%)
VolumeN/A
Net Assets22.07B
FAMDX vs VEXRX Comparison Chart
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FAMDX vs. VEXRX commentary
Jan 31, 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 StrongBuy and VEXRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 22.1B vs. FAMDX (444M). VEXRX pays higher dividends than FAMDX: VEXRX (0.58) vs FAMDX (0.00). FAMDX was incepted earlier than VEXRX: FAMDX (9 years) vs VEXRX (23 years). VEXRX is a more actively managed with annual turnover of: 40.00 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 : 14.41 vs. VEXRX (10.39). FAMDX return over 5 years is better than : 54.38 vs. VEXRX (16.89).
| FAMDX | VEXRX | FAMDX / VEXRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 4.435 | 4.062 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 50000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 444M | 22.1B | 2% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | 14.41 | 10.39 | 139% |
| Returns for 3 years | 18.28 | 4.57 | 400% |
| Returns for 5 years | 54.38 | 16.89 | 322% |
| Returns for 10 years | N/A | 32.06 | - |
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