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VEXPX vs WSMGX
VEXPX vs WSMGX Comparison
Open Charts VEXPX vs WSMGX
Wilshire Small Company Growth Instl
Price$20.72
Change-$0.04 (-0.19%)
VolumeN/A
CapitalizationN/A
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VEXPX vs WSMGX Comparison Chart
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VEXPX vs. WSMGX commentary
Oct 18, 2024
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: 22.5B vs. WSMGX (25.4M). VEXPX pays higher dividends than WSMGX: VEXPX (0.48) vs WSMGX (0.00). VEXPX was incepted earlier than WSMGX: VEXPX (57 years) vs WSMGX (28 years). WSMGX is a more actively managed with annual turnover of: 81.00 vs. VEXPX (40.00). VEXPX has a lower initial minimum investment than WSMGX: VEXPX (3000) vs WSMGX (250000). VEXPX annual gain was more profitable for investors over the last year : 29.52 vs. WSMGX (22.39). VEXPX return over 5 years is better than : 24.10 vs. WSMGX (-26.24).
| VEXPX | WSMGX | VEXPX / WSMGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 57 years | 28 years | - |
| Gain YTD | 12.490 | 5.714 | 219% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 25.4M | 88,583% |
| Annual Yield % from dividends | 0.48 | 0.00 | - |
| Returns for 1 year | 29.52 | 22.39 | 132% |
| Returns for 3 years | -15.99 | -46.21 | 35% |
| Returns for 5 years | 24.10 | -26.24 | -92% |
| Returns for 10 years | 27.78 | -15.94 | -174% |
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