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VEXPX vs WSMGX
VEXPX vs WSMGX Comparison
Open Charts VEXPX vs WSMGX
Wilshire Small Company Growth Instl
Price$18.17
Change+$0.38 (+2.14%)
VolumeN/A
Net Assets20.45M
VEXPX vs WSMGX Comparison Chart
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VEXPX vs. WSMGX commentary
Apr 25, 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: 19.8B vs. WSMGX (20.4M). VEXPX pays higher dividends than WSMGX: VEXPX (0.44) vs WSMGX (0.00). VEXPX was incepted earlier than WSMGX: VEXPX (57 years) vs WSMGX (29 years). WSMGX (1.64) is less costly to investors than VEXPX (0.45). WSMGX is a more actively managed with annual turnover of: 81.00 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 : -8.16 vs. VEXPX (-11.34). VEXPX return over 5 years is better than : 17.57 vs. WSMGX (-27.18).
| VEXPX | WSMGX | VEXPX / WSMGX | |
| Total Expense Ratio | 0.45 | 1.10 | 41% |
| Annual Report Gross Expense Ratio | 0.45 | 1.64 | 27% |
| Fund Existence | 57 years | 29 years | - |
| Gain YTD | -13.406 | -13.177 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.8B | 20.4M | 97,059% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | -11.34 | -8.16 | 139% |
| Returns for 3 years | -9.04 | -21.07 | 43% |
| Returns for 5 years | 17.57 | -27.18 | -65% |
| Returns for 10 years | 0.75 | -33.72 | -2% |
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