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VEXRX vs WAMVX
VEXRX vs WAMVX Comparison
Open Charts VEXRX vs WAMVX
Wasatch Micro Cap Value
Price$3.62
Change-$0.20 (-5.24%)
VolumeN/A
Net Assets310.21M
VEXRX vs WAMVX Comparison Chart
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VEXRX vs. WAMVX commentary
Apr 04, 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 WAMVX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 21.4B vs. WAMVX (310M). VEXRX pays higher dividends than WAMVX: VEXRX (0.56) vs WAMVX (0.00). VEXRX was incepted earlier than WAMVX: VEXRX (23 years) vs WAMVX (22 years). WAMVX (1.71) is less costly to investors than VEXRX (0.34). WAMVX is a more actively managed with annual turnover of: 59.00 vs. VEXRX (35.00). WAMVX has a lower initial minimum investment than VEXRX: WAMVX (2000) vs VEXRX (50000). WAMVX annual gain was more profitable for investors over the last year : 7.30 vs. VEXRX (-8.14). WAMVX return over 5 years is better than : 76.85 vs. VEXRX (51.26).
| VEXRX | WAMVX | VEXRX / WAMVX | |
| Total Expense Ratio | 0.34 | 1.71 | 20% |
| Annual Report Gross Expense Ratio | 0.34 | 1.71 | 20% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | -7.057 | -8.612 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 2000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 310M | 6,903% |
| Annual Yield % from dividends | 0.56 | 0.00 | - |
| Returns for 1 year | -8.14 | 7.30 | -111% |
| Returns for 3 years | -8.48 | 5.82 | -146% |
| Returns for 5 years | 51.26 | 76.85 | 67% |
| Returns for 10 years | 8.13 | 29.80 | 27% |
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