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VEXRX vs WAAEX
VEXRX vs WAAEX Comparison
Open Charts VEXRX vs WAAEX
Wasatch Small Cap Growth Investor
Price$35.11
Change+$0.57 (+1.65%)
VolumeN/A
Net Assets1.71B
VEXRX vs WAAEX Comparison Chart
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VEXRX vs. WAAEX commentary
Apr 14, 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 (1.71B). VEXRX pays higher dividends than WAAEX: VEXRX (0.56) 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 (0.34). 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 : -3.78 vs. VEXRX (-15.16). VEXRX return over 5 years is better than : 18.15 vs. WAAEX (9.14).
| VEXRX | WAAEX | VEXRX / WAAEX | |
| Total Expense Ratio | 0.34 | 1.15 | 30% |
| Annual Report Gross Expense Ratio | 0.34 | 1.15 | 30% |
| Fund Existence | 23 years | 38 years | - |
| Gain YTD | -14.806 | -16.005 | 93% |
| 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 | 1.71B | 1,157% |
| Annual Yield % from dividends | 0.56 | 0.00 | - |
| Returns for 1 year | -15.16 | -3.78 | 401% |
| Returns for 3 years | -11.89 | -10.00 | 119% |
| Returns for 5 years | 18.15 | 9.14 | 199% |
| Returns for 10 years | -1.48 | -34.07 | 4% |
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