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VEXPX vs WSMGX
VEXPX vs WSMGX Comparison
Open Charts VEXPX vs WSMGX
Wilshire Small Company Growth Instl
Price$21.36
Change-$0.19 (-0.88%)
VolumeN/A
CapitalizationN/A
VEXPX vs WSMGX Comparison Chart
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VEXPX vs. WSMGX commentary
Dec 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 Hold and WSMGX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 23.9B vs. WSMGX (26.1M). 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 : 17.01 vs. WSMGX (11.08). VEXPX return over 5 years is better than : 22.08 vs. WSMGX (-27.57).
| 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 | 14.606 | 8.980 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 26.1M | 91,571% |
| Annual Yield % from dividends | 0.48 | 0.00 | - |
| Returns for 1 year | 17.01 | 11.08 | 154% |
| Returns for 3 years | -11.82 | -23.90 | 49% |
| Returns for 5 years | 22.08 | -27.57 | -80% |
| Returns for 10 years | 37.31 | -12.99 | -287% |
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