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VEXPX vs WAMVX
VEXPX vs WAMVX Comparison
Open Charts VEXPX vs WAMVX
Wasatch Micro Cap Value
Price$4.11
Change-$0.07 (-1.67%)
VolumeN/A
Net Assets331.12M
VEXPX vs WAMVX Comparison Chart in %
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VEXPX vs. WAMVX commentary
Jul 17, 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 Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.1B vs. WAMVX (331M). VEXPX pays higher dividends than WAMVX: VEXPX (0.40) vs WAMVX (0.00). VEXPX was incepted earlier than WAMVX: VEXPX (58 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: 54.00 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 : 8.73 vs. VEXPX (-6.93). WAMVX return over 5 years is better than : 22.32 vs. VEXPX (8.26).
| VEXPX | WAMVX | VEXPX / WAMVX | |
| Total Expense Ratio | 0.44 | 1.71 | 26% |
| Annual Report Gross Expense Ratio | 0.44 | 1.71 | 26% |
| Fund Existence | 58 years | 22 years | - |
| Gain YTD | -1.462 | -1.675 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.1B | 331M | 6,073% |
| Annual Yield % from dividends | 0.40 | 0.00 | - |
| Returns for 1 year | -6.93 | 8.73 | -79% |
| Returns for 3 years | 17.90 | 40.27 | 44% |
| Returns for 5 years | 8.26 | 22.32 | 37% |
| Returns for 10 years | 14.49 | 32.49 | 45% |
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