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VEXPX vs WAMVX
VEXPX vs WAMVX Comparison
Open Charts VEXPX vs WAMVX
Wasatch Micro Cap Value
Price$4.05
Change-$0.11 (-2.64%)
VolumeN/A
Net Assets332.77M
VEXPX vs WAMVX Comparison Chart
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VEXPX vs. WAMVX commentary
Feb 23, 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: 22.9B vs. WAMVX (333M). 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 : 18.08 vs. VEXPX (0.58). WAMVX return over 5 years is better than : 19.82 vs. VEXPX (6.78).
| 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 | -0.661 | -3.110 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.9B | 333M | 6,877% |
| Annual Yield % from dividends | 0.48 | 0.00 | - |
| Returns for 1 year | 0.58 | 18.08 | 3% |
| Returns for 3 years | 3.23 | 11.57 | 28% |
| Returns for 5 years | 6.78 | 19.82 | 34% |
| Returns for 10 years | 17.94 | 42.43 | 42% |
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