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VEXRX vs WGMVX
VEXRX vs WGMVX Comparison
Open Charts VEXRX vs WGMVX
Wasatch Micro Cap Value Institutional
Price$3.99
Change+$0.03 (+0.76%)
VolumeN/A
Net Assets319.78M
VEXRX vs WGMVX Comparison Chart
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VEXRX vs. WGMVX commentary
May 12, 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 WGMVX is a StrongSell.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 18.9B vs. WGMVX (320M). VEXRX pays higher dividends than WGMVX: VEXRX (0.57) vs WGMVX (0.00). VEXRX was incepted earlier than WGMVX: VEXRX (24 years) vs WGMVX (5 years). WGMVX (1.63) is less costly to investors than VEXRX (0.33). 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 : 11.45 vs. VEXRX (-8.48). WGMVX return over 5 years is better than : 39.51 vs. VEXRX (14.25).
| VEXRX | WGMVX | VEXRX / WGMVX | |
| Total Expense Ratio | 0.33 | 1.60 | 21% |
| Annual Report Gross Expense Ratio | 0.33 | 1.63 | 20% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | -7.918 | -5.226 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 100000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.9B | 320M | 5,906% |
| Annual Yield % from dividends | 0.57 | 0.00 | - |
| Returns for 1 year | -8.48 | 11.45 | -74% |
| Returns for 3 years | 8.98 | 32.12 | 28% |
| Returns for 5 years | 14.25 | 39.51 | 36% |
| Returns for 10 years | 8.67 | N/A | - |
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