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VEXRX vs WAMCX
VEXRX vs WAMCX Comparison
Open Charts VEXRX vs WAMCX
VEXRX vs WAMCX Comparison Chart
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VEXRX vs. WAMCX commentary
May 24, 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 Hold and WAMCX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 18.9B vs. WAMCX (662M). VEXRX pays higher dividends than WAMCX: VEXRX (0.57) vs WAMCX (0.00). VEXRX was incepted earlier than WAMCX: VEXRX (24 years) vs WAMCX (33 years). WAMCX (1.22) is less costly to investors than VEXRX (0.33). VEXRX is a more actively managed with annual turnover of: 35.00 vs. WAMCX (25.00). WAMCX has a lower initial minimum investment than VEXRX: WAMCX (2000) vs VEXRX (50000). VEXRX annual gain was more profitable for investors over the last year : -6.54 vs. WAMCX (-7.07). VEXRX return over 5 years is better than : 12.50 vs. WAMCX (-10.41).
| VEXRX | WAMCX | VEXRX / WAMCX | |
| Total Expense Ratio | 0.33 | 1.22 | 27% |
| Annual Report Gross Expense Ratio | 0.33 | 1.22 | 27% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | -6.673 | -13.591 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 2000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.9B | 662M | 2,855% |
| Annual Yield % from dividends | 0.57 | 0.00 | - |
| Returns for 1 year | -6.54 | -7.07 | 92% |
| Returns for 3 years | 11.32 | 7.11 | 159% |
| Returns for 5 years | 12.50 | -10.41 | -120% |
| Returns for 10 years | 9.61 | 48.83 | 20% |
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