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VEXPX vs WSGRX
VEXPX vs WSGRX Comparison
Open Charts VEXPX vs WSGRX
Macquarie Small Cap Growth R
Price$12.03
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets1.07B
VEXPX vs WSGRX Comparison Chart in %
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VEXPX vs. WSGRX commentary
Aug 08, 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 WSGRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.9B vs. WSGRX (1.07B). VEXPX pays higher dividends than WSGRX: VEXPX (0.40) vs WSGRX (0.00). VEXPX was incepted earlier than WSGRX: VEXPX (58 years) vs WSGRX (20 years). WSGRX (1.50) is less costly to investors than VEXPX (0.44). WSGRX is a more actively managed with annual turnover of: 76.00 vs. VEXPX (35.00). WSGRX has a lower initial minimum investment than VEXPX: WSGRX (0) vs VEXPX (3000). WSGRX annual gain was more profitable for investors over the last year : 5.99 vs. VEXPX (2.53). VEXPX return over 5 years is better than : 3.58 vs. WSGRX (-33.81).
| VEXPX | WSGRX | VEXPX / WSGRX | |
| Total Expense Ratio | 0.44 | 1.38 | 32% |
| Annual Report Gross Expense Ratio | 0.44 | 1.50 | 29% |
| Fund Existence | 58 years | 20 years | - |
| Gain YTD | -0.705 | 2.997 | -24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.9B | 1.07B | 1,855% |
| Annual Yield % from dividends | 0.40 | 0.00 | - |
| Returns for 1 year | 2.53 | 5.99 | 42% |
| Returns for 3 years | 7.15 | -3.99 | -179% |
| Returns for 5 years | 3.58 | -33.81 | -11% |
| Returns for 10 years | 17.40 | -35.40 | -49% |
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