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VEXRX vs WGMVX
VEXRX vs WGMVX Comparison
Open Charts VEXRX vs WGMVX
Wasatch Micro Cap Value Institutional
Price$3.65
Change-$0.20 (-5.19%)
VolumeN/A
Net Assets310.21M
VEXRX vs WGMVX Comparison Chart
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VEXRX vs. WGMVX commentary
Apr 05, 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 WGMVX is a StrongSell.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 21.4B vs. WGMVX (310M). VEXRX pays higher dividends than WGMVX: VEXRX (0.56) vs WGMVX (0.00). VEXRX was incepted earlier than WGMVX: VEXRX (23 years) vs WGMVX (5 years). WGMVX (1.63) is less costly to investors than VEXRX (0.34). WGMVX is a more actively managed with annual turnover of: 59.00 vs. VEXRX (35.00). VEXRX has a lower initial minimum investment than WGMVX: VEXRX (50000) vs WGMVX (100000). WGMVX annual gain was more profitable for investors over the last year : 7.54 vs. VEXRX (-8.14). WGMVX return over 5 years is better than : 77.42 vs. VEXRX (51.26).
| VEXRX | WGMVX | VEXRX / WGMVX | |
| Total Expense Ratio | 0.34 | 1.60 | 21% |
| Annual Report Gross Expense Ratio | 0.34 | 1.63 | 21% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | -7.057 | -8.551 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 100000 | 50% |
| 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 | 7.54 | -108% |
| Returns for 3 years | -8.48 | 6.35 | -134% |
| Returns for 5 years | 51.26 | 77.42 | 66% |
| Returns for 10 years | 8.13 | N/A | - |
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