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FAMDX vs VEXRX
FAMDX vs VEXRX Comparison
Open Charts FAMDX vs VEXRX
FAM Small Cap Institutional
Price$28.06
Change-$1.01 (-3.47%)
VolumeN/A
CapitalizationN/A
Vanguard Explorer Adm
Price$113.98
Change-$4.46 (-3.77%)
VolumeN/A
CapitalizationN/A
FAMDX vs VEXRX Comparison Chart
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FAMDX vs. VEXRX commentary
Dec 19, 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 Hold and VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 23.9B vs. FAMDX (437M). 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 : 12.46 vs. VEXRX (11.21). FAMDX return over 5 years is better than : 51.49 vs. VEXRX (17.00).
| 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 | 16.935 | 10.414 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 50000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 437M | 23.9B | 2% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | 12.46 | 11.21 | 111% |
| Returns for 3 years | 13.25 | -15.19 | -87% |
| Returns for 5 years | 51.49 | 17.00 | 303% |
| Returns for 10 years | N/A | 32.29 | - |
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