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VEXPX vs WAAEX
VEXPX vs WAAEX Comparison
Open Charts VEXPX vs WAAEX
Wasatch Small Cap Growth Investor
Price$40.30
Change+$0.58 (+1.46%)
VolumeN/A
Net Assets1.9B
VEXPX vs WAAEX Comparison Chart in %
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VEXPX vs. WAAEX commentary
Jun 27, 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 VEXPX is a Hold and WAAEX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.4B vs. WAAEX (1.9B). VEXPX pays higher dividends than WAAEX: VEXPX (0.42) vs WAAEX (0.00). VEXPX was incepted earlier than WAAEX: VEXPX (58 years) vs WAAEX (39 years). WAAEX (1.15) is less costly to investors than VEXPX (0.44). VEXPX is a more actively managed with annual turnover of: 35.00 vs. WAAEX (27.00). WAAEX has a lower initial minimum investment than VEXPX: WAAEX (2000) vs VEXPX (3000). WAAEX annual gain was more profitable for investors over the last year : 11.20 vs. VEXPX (-1.53). VEXPX return over 5 years is better than : 13.92 vs. WAAEX (-1.97).
| VEXPX | WAAEX | VEXPX / WAAEX | |
| Total Expense Ratio | 0.44 | 1.15 | 38% |
| Annual Report Gross Expense Ratio | 0.44 | 1.15 | 38% |
| Fund Existence | 58 years | 39 years | - |
| Gain YTD | -2.784 | -4.976 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.4B | 1.9B | 1,022% |
| Annual Yield % from dividends | 0.42 | 0.00 | - |
| Returns for 1 year | -1.53 | 11.20 | -14% |
| Returns for 3 years | 14.37 | 21.88 | 66% |
| Returns for 5 years | 13.92 | -1.97 | -705% |
| Returns for 10 years | 14.18 | -23.59 | -60% |
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