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VEXRX vs WIAEX
VEXRX vs WIAEX Comparison
Open Charts VEXRX vs WIAEX
Wasatch Small Cap Growth Institutional
Price$39.46
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets1.87B
VEXRX vs WIAEX Comparison Chart
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VEXRX vs. WIAEX commentary
May 23, 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 WIAEX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 18.9B vs. WIAEX (1.87B). VEXRX pays higher dividends than WIAEX: VEXRX (0.57) vs WIAEX (0.00). VEXRX was incepted earlier than WIAEX: VEXRX (24 years) vs WIAEX (9 years). WIAEX (1.07) is less costly to investors than VEXRX (0.33). VEXRX is a more actively managed with annual turnover of: 35.00 vs. WIAEX (27.00). VEXRX has a lower initial minimum investment than WIAEX: VEXRX (50000) vs WIAEX (100000). WIAEX annual gain was more profitable for investors over the last year : 7.02 vs. VEXRX (-7.48). VEXRX return over 5 years is better than : 12.77 vs. WIAEX (1.05).
| VEXRX | WIAEX | VEXRX / WIAEX | |
| Total Expense Ratio | 0.33 | 1.05 | 31% |
| Annual Report Gross Expense Ratio | 0.33 | 1.07 | 31% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | -6.448 | -7.414 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 100000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.9B | 1.87B | 1,011% |
| Annual Yield % from dividends | 0.57 | 0.00 | - |
| Returns for 1 year | -7.48 | 7.02 | -106% |
| Returns for 3 years | 9.12 | 20.38 | 45% |
| Returns for 5 years | 12.77 | 1.05 | 1,217% |
| Returns for 10 years | 8.62 | N/A | - |
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