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VEXPX vs WGMVX
VEXPX vs WGMVX Comparison
Open Charts VEXPX vs WGMVX
Wasatch Micro Cap Value Institutional
Price$3.99
Change+$0.03 (+0.76%)
VolumeN/A
Net Assets319.78M
VEXPX vs WGMVX Comparison Chart
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VEXPX vs. WGMVX commentary
May 12, 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 WGMVX is a StrongSell.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 18.9B vs. WGMVX (320M). VEXPX pays higher dividends than WGMVX: VEXPX (0.44) vs WGMVX (0.00). VEXPX was incepted earlier than WGMVX: VEXPX (57 years) vs WGMVX (5 years). WGMVX (1.63) is less costly to investors than VEXPX (0.44). WGMVX is a more actively managed with annual turnover of: 59.00 vs. VEXPX (35.00). VEXPX has a lower initial minimum investment than WGMVX: VEXPX (3000) vs WGMVX (100000). WGMVX annual gain was more profitable for investors over the last year : 11.45 vs. VEXPX (-8.57). WGMVX return over 5 years is better than : 39.51 vs. VEXPX (14.19).
| VEXPX | WGMVX | VEXPX / WGMVX | |
| Total Expense Ratio | 0.44 | 1.60 | 27% |
| Annual Report Gross Expense Ratio | 0.44 | 1.63 | 27% |
| Fund Existence | 57 years | 5 years | - |
| Gain YTD | -7.951 | -5.226 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.9B | 320M | 5,906% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | -8.57 | 11.45 | -75% |
| Returns for 3 years | 8.90 | 32.12 | 28% |
| Returns for 5 years | 14.19 | 39.51 | 36% |
| Returns for 10 years | 8.57 | N/A | - |
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