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VEXRX vs WAAEX
VEXRX vs WAAEX Comparison
Open Charts VEXRX vs WAAEX
Wasatch Small Cap Growth Investor
Price$37.19
Change+$0.78 (+2.14%)
VolumeN/A
Net Assets1.78B
VEXRX vs WAAEX Comparison Chart
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VEXRX vs. WAAEX commentary
May 06, 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 VEXRX is a Buy and WAAEX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.8B vs. WAAEX (1.78B). VEXRX pays higher dividends than WAAEX: VEXRX (0.57) vs WAAEX (0.00). VEXRX was incepted earlier than WAAEX: VEXRX (23 years) vs WAAEX (38 years). WAAEX (1.15) is less costly to investors than VEXRX (0.33). VEXRX is a more actively managed with annual turnover of: 35.00 vs. WAAEX (27.00). WAAEX has a lower initial minimum investment than VEXRX: WAAEX (2000) vs VEXRX (50000). WAAEX annual gain was more profitable for investors over the last year : 5.80 vs. VEXRX (-6.42). VEXRX return over 5 years is better than : 22.54 vs. WAAEX (10.00).
| VEXRX | WAAEX | VEXRX / WAAEX | |
| Total Expense Ratio | 0.33 | 1.15 | 29% |
| Annual Report Gross Expense Ratio | 0.33 | 1.15 | 29% |
| Fund Existence | 23 years | 38 years | - |
| Gain YTD | -8.329 | -11.029 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 2000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.8B | 1.78B | 1,110% |
| Annual Yield % from dividends | 0.57 | 0.00 | - |
| Returns for 1 year | -6.42 | 5.80 | -111% |
| Returns for 3 years | -0.72 | 3.13 | -23% |
| Returns for 5 years | 22.54 | 10.00 | 225% |
| Returns for 10 years | 9.21 | -26.81 | -34% |
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