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VEXPX vs WGMVX
VEXPX vs WGMVX Comparison
Open Charts VEXPX vs WGMVX
Wasatch Micro Cap Value Institutional
Price$3.65
Change-$0.20 (-5.19%)
VolumeN/A
Net Assets310.21M
VEXPX vs WGMVX Comparison Chart
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VEXPX vs. WGMVX commentary
Apr 05, 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 WGMVX is a StrongSell.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 21.4B vs. WGMVX (310M). 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 (0.45). 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 : 7.54 vs. VEXPX (-8.23). WGMVX return over 5 years is better than : 77.42 vs. VEXPX (51.18).
| VEXPX | WGMVX | VEXPX / WGMVX | |
| Total Expense Ratio | 0.45 | 1.60 | 28% |
| Annual Report Gross Expense Ratio | 0.45 | 1.63 | 28% |
| Fund Existence | 57 years | 5 years | - |
| Gain YTD | -7.081 | -8.551 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 310M | 6,903% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | -8.23 | 7.54 | -109% |
| Returns for 3 years | -8.56 | 6.35 | -135% |
| Returns for 5 years | 51.18 | 77.42 | 66% |
| Returns for 10 years | 8.03 | N/A | - |
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