Ad is loading...
Ad is loading...
VEMRX vs WELNX
VEMRX vs WELNX Comparison
Open Charts VEMRX vs WELNX
Vanguard Emerging Mkts Stock Idx InsPlus
Price$95.04
Change-$0.43 (-0.45%)
VolumeN/A
CapitalizationN/A
William Blair Emerging Mkts Ldrs N
Price$9.23
Change-$0.02 (-0.22%)
VolumeN/A
CapitalizationN/A
VEMRX vs WELNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VEMRX vs. WELNX commentary
Nov 18, 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 VEMRX is a Sell and WELNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEMRX has more cash in the bank: 113B vs. WELNX (181M). VEMRX pays higher dividends than WELNX: VEMRX (3.48) vs WELNX (0.61). VEMRX was incepted earlier than WELNX: VEMRX (14 years) vs WELNX (15 years). WELNX is a more actively managed with annual turnover of: 44.00 vs. VEMRX (5.00). WELNX has a lower initial minimum investment than VEMRX: WELNX (2500) vs VEMRX (100000000). VEMRX annual gain was more profitable for investors over the last year : 14.79 vs. WELNX (10.98). VEMRX return over 5 years is better than : 17.12 vs. WELNX (-6.64).
| VEMRX | WELNX | VEMRX / WELNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | 10.564 | 5.849 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 2500 | 4,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 181M | 62,431% |
| Annual Yield % from dividends | 3.48 | 0.61 | 573% |
| Returns for 1 year | 14.79 | 10.98 | 135% |
| Returns for 3 years | -7.25 | -28.71 | 25% |
| Returns for 5 years | 17.12 | -6.64 | -258% |
| Returns for 10 years | 27.63 | -2.08 | -1,331% |