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VEXPX vs WSMGX
VEXPX vs WSMGX Comparison
Open Charts VEXPX vs WSMGX
Wilshire Small Company Growth Instl
Price$20.30
Change+$0.21 (+1.05%)
VolumeN/A
Net Assets22.7M
VEXPX vs WSMGX Comparison Chart in %
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VEXPX vs. WSMGX commentary
Jul 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 Buy and WSMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.1B vs. WSMGX (22.7M). VEXPX pays higher dividends than WSMGX: VEXPX (0.40) vs WSMGX (0.00). VEXPX was incepted earlier than WSMGX: VEXPX (58 years) vs WSMGX (29 years). WSMGX (1.67) is less costly to investors than VEXPX (0.44). WSMGX is a more actively managed with annual turnover of: 63.00 vs. VEXPX (35.00). VEXPX has a lower initial minimum investment than WSMGX: VEXPX (3000) vs WSMGX (250000). WSMGX annual gain was more profitable for investors over the last year : -2.62 vs. VEXPX (-4.71). VEXPX return over 5 years is better than : 9.05 vs. WSMGX (-32.11).
| VEXPX | WSMGX | VEXPX / WSMGX | |
| Total Expense Ratio | 0.44 | 1.10 | 40% |
| Annual Report Gross Expense Ratio | 0.44 | 1.67 | 26% |
| Fund Existence | 58 years | 29 years | - |
| Gain YTD | -0.748 | -1.952 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.1B | 22.7M | 88,546% |
| Annual Yield % from dividends | 0.40 | 0.00 | - |
| Returns for 1 year | -4.71 | -2.62 | 180% |
| Returns for 3 years | 19.25 | -1.37 | -1,401% |
| Returns for 5 years | 9.05 | -32.11 | -28% |
| Returns for 10 years | 15.76 | -26.89 | -59% |
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| PIMCO Municipal Income FUND | |||