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VEXPX vs WGMCX
VEXPX vs WGMCX Comparison
Open Charts VEXPX vs WGMCX
Wasatch Ultra Growth Institutional
Price$27.46
Change+$0.23 (+0.84%)
VolumeN/A
Net Assets655.09M
VEXPX vs WGMCX Comparison Chart
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VEXPX vs. WGMCX commentary
Apr 18, 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 WGMCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.8B vs. WGMCX (655M). VEXPX pays higher dividends than WGMCX: VEXPX (0.44) vs WGMCX (0.00). VEXPX was incepted earlier than WGMCX: VEXPX (57 years) vs WGMCX (5 years). WGMCX (1.08) is less costly to investors than VEXPX (0.45). VEXPX is a more actively managed with annual turnover of: 35.00 vs. WGMCX (25.00). VEXPX has a lower initial minimum investment than WGMCX: VEXPX (3000) vs WGMCX (100000). VEXPX annual gain was more profitable for investors over the last year : -11.60 vs. WGMCX (-12.36). VEXPX return over 5 years is better than : 15.44 vs. WGMCX (2.05).
| VEXPX | WGMCX | VEXPX / WGMCX | |
| Total Expense Ratio | 0.45 | 1.06 | 42% |
| Annual Report Gross Expense Ratio | 0.45 | 1.08 | 42% |
| Fund Existence | 57 years | 5 years | - |
| Gain YTD | -15.198 | -21.164 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.8B | 655M | 3,023% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | -11.60 | -12.36 | 94% |
| Returns for 3 years | -12.30 | -22.58 | 54% |
| Returns for 5 years | 15.44 | 2.05 | 754% |
| Returns for 10 years | -2.05 | N/A | - |
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