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VEXPX vs WGMVX
VEXPX vs WGMVX Comparison
Open Charts VEXPX vs WGMVX
Wasatch Micro Cap Value Institutional
Price$4.38
Change-$0.04 (-0.90%)
VolumeN/A
Net Assets342.38M
VEXPX vs WGMVX Comparison Chart in %
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VEXPX vs. WGMVX commentary
Aug 16, 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 Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.9B vs. WGMVX (342M). VEXPX pays higher dividends than WGMVX: VEXPX (0.40) vs WGMVX (0.00). VEXPX was incepted earlier than WGMVX: VEXPX (58 years) vs WGMVX (6 years). WGMVX (1.63) is less costly to investors than VEXPX (0.44). WGMVX is a more actively managed with annual turnover of: 54.00 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 : 16.01 vs. VEXPX (-1.37). WGMVX return over 5 years is better than : 20.11 vs. VEXPX (5.64).
| VEXPX | WGMVX | VEXPX / WGMVX | |
| Total Expense Ratio | 0.44 | 1.60 | 27% |
| Annual Report Gross Expense Ratio | 0.44 | 1.63 | 27% |
| Fund Existence | 58 years | 6 years | - |
| Gain YTD | 1.375 | 4.988 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.9B | 342M | 5,819% |
| Annual Yield % from dividends | 0.40 | 0.00 | - |
| Returns for 1 year | -1.37 | 16.01 | -9% |
| Returns for 3 years | 5.96 | 29.24 | 20% |
| Returns for 5 years | 5.64 | 20.11 | 28% |
| Returns for 10 years | 20.56 | N/A | - |
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