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VEXPX vs WSMGX
VEXPX vs WSMGX Comparison
Open Charts VEXPX vs WSMGX
Wilshire Small Company Growth Instl
Price$21.94
Change-$0.19 (-0.86%)
VolumeN/A
Net Assets22.71M
VEXPX vs WSMGX Comparison Chart in %
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VEXPX vs. WSMGX commentary
Oct 19, 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 WSMGX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.6B vs. WSMGX (22.7M). VEXPX pays higher dividends than WSMGX: VEXPX (0.38) 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 : 5.89 vs. VEXPX (-3.30). VEXPX return over 5 years is better than : 3.49 vs. WSMGX (-32.37).
| 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 | 4.672 | 7.077 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.6B | 22.7M | 90,749% |
| Annual Yield % from dividends | 0.38 | 0.00 | - |
| Returns for 1 year | -3.30 | 5.89 | -56% |
| Returns for 3 years | 25.83 | 8.13 | 318% |
| Returns for 5 years | 3.49 | -32.37 | -11% |
| Returns for 10 years | 34.37 | -15.81 | -217% |
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