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VEXRX vs WGMCX
VEXRX vs WGMCX Comparison
Open Charts VEXRX vs WGMCX
Wasatch Ultra Growth Institutional
Price$27.46
Change+$0.23 (+0.84%)
VolumeN/A
Net Assets655.09M
VEXRX vs WGMCX Comparison Chart
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VEXRX vs. WGMCX commentary
Apr 18, 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 WGMCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.8B vs. WGMCX (655M). VEXRX pays higher dividends than WGMCX: VEXRX (0.56) vs WGMCX (0.00). VEXRX was incepted earlier than WGMCX: VEXRX (23 years) vs WGMCX (5 years). WGMCX (1.08) is less costly to investors than VEXRX (0.34). VEXRX is a more actively managed with annual turnover of: 35.00 vs. WGMCX (25.00). VEXRX has a lower initial minimum investment than WGMCX: VEXRX (50000) vs WGMCX (100000). VEXRX annual gain was more profitable for investors over the last year : -11.52 vs. WGMCX (-12.36). VEXRX return over 5 years is better than : 15.48 vs. WGMCX (2.05).
| VEXRX | WGMCX | VEXRX / WGMCX | |
| Total Expense Ratio | 0.34 | 1.06 | 32% |
| Annual Report Gross Expense Ratio | 0.34 | 1.08 | 31% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | -15.171 | -21.164 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 100000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.8B | 655M | 3,023% |
| Annual Yield % from dividends | 0.56 | 0.00 | - |
| Returns for 1 year | -11.52 | -12.36 | 93% |
| Returns for 3 years | -12.22 | -22.58 | 54% |
| Returns for 5 years | 15.48 | 2.05 | 756% |
| Returns for 10 years | -1.97 | N/A | - |
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