Interact to see
Advertisement
Advertisement
VEXPX vs WSMGX
VEXPX vs WSMGX Comparison
Open Charts VEXPX vs WSMGX
Wilshire Small Company Growth Instl
Price$21.29
Change+$0.07 (+0.33%)
VolumeN/A
Net Assets21.64M
VEXPX vs WSMGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VEXPX vs. WSMGX commentary
Nov 20, 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: 20.5B vs. WSMGX (21.6M). 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 : 0.81 vs. VEXPX (-6.44). VEXPX return over 5 years is better than : -4.96 vs. WSMGX (-37.70).
| 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 | 2.323 | 3.563 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.5B | 21.6M | 94,907% |
| Annual Yield % from dividends | 0.38 | 0.00 | - |
| Returns for 1 year | -6.44 | 0.81 | -797% |
| Returns for 3 years | 17.42 | 1.43 | 1,215% |
| Returns for 5 years | -4.96 | -37.70 | 13% |
| Returns for 10 years | 29.42 | -18.29 | -161% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement