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VEXPX vs WAMVX
VEXPX vs WAMVX Comparison
Open Charts VEXPX vs WAMVX
Wasatch Micro Cap Value
Price$4.29
Change-$0.02 (-0.46%)
VolumeN/A
Net Assets356.16M
VEXPX vs WAMVX Comparison Chart
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VEXPX vs. WAMVX commentary
Jan 24, 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 WAMVX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 22.1B vs. WAMVX (356M). VEXPX pays higher dividends than WAMVX: VEXPX (0.48) vs WAMVX (0.00). VEXPX was incepted earlier than WAMVX: VEXPX (57 years) vs WAMVX (22 years). WAMVX is a more actively managed with annual turnover of: 59.00 vs. VEXPX (40.00). WAMVX has a lower initial minimum investment than VEXPX: WAMVX (2000) vs VEXPX (3000). WAMVX annual gain was more profitable for investors over the last year : 30.00 vs. VEXPX (9.93). WAMVX return over 5 years is better than : 28.06 vs. VEXPX (14.53).
| VEXPX | WAMVX | VEXPX / WAMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 57 years | 22 years | - |
| Gain YTD | 5.020 | 2.632 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.1B | 356M | 6,208% |
| Annual Yield % from dividends | 0.48 | 0.00 | - |
| Returns for 1 year | 9.93 | 30.00 | 33% |
| Returns for 3 years | 8.01 | 15.95 | 50% |
| Returns for 5 years | 14.53 | 28.06 | 52% |
| Returns for 10 years | 32.14 | 58.05 | 55% |
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