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VEXPX vs WAMVX
VEXPX vs WAMVX Comparison
Open Charts VEXPX vs WAMVX
Wasatch Micro Cap Value
Price$4.09
Change+$0.03 (+0.74%)
VolumeN/A
Net Assets327.93M
VEXPX vs WAMVX Comparison Chart
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VEXPX vs. WAMVX commentary
May 14, 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 Buy and WAMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 18.9B vs. WAMVX (328M). VEXPX pays higher dividends than WAMVX: VEXPX (0.44) vs WAMVX (0.00). VEXPX was incepted earlier than WAMVX: VEXPX (57 years) vs WAMVX (22 years). WAMVX (1.71) is less costly to investors than VEXPX (0.44). WAMVX is a more actively managed with annual turnover of: 59.00 vs. VEXPX (35.00). 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 : 16.19 vs. VEXPX (-4.92). WAMVX return over 5 years is better than : 50.92 vs. VEXPX (24.46).
| VEXPX | WAMVX | VEXPX / WAMVX | |
| Total Expense Ratio | 0.44 | 1.71 | 26% |
| Annual Report Gross Expense Ratio | 0.44 | 1.71 | 26% |
| Fund Existence | 57 years | 22 years | - |
| Gain YTD | -4.524 | -2.153 | 210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.9B | 328M | 5,762% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | -4.92 | 16.19 | -30% |
| Returns for 3 years | 10.21 | 33.66 | 30% |
| Returns for 5 years | 24.46 | 50.92 | 48% |
| Returns for 10 years | 11.56 | 35.77 | 32% |
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