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VEXRX vs WIAEX
VEXRX vs WIAEX Comparison
Open Charts VEXRX vs WIAEX
Wasatch Small Cap Growth Institutional
Price$33.09
Change-$0.90 (-2.65%)
VolumeN/A
Net Assets1.63B
VEXRX vs WIAEX Comparison Chart
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VEXRX vs. WIAEX commentary
Apr 10, 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 WIAEX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.8B vs. WIAEX (1.63B). VEXRX pays higher dividends than WIAEX: VEXRX (0.56) vs WIAEX (0.00). VEXRX was incepted earlier than WIAEX: VEXRX (23 years) vs WIAEX (9 years). WIAEX (1.07) is less costly to investors than VEXRX (0.34). 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 : -9.67 vs. VEXRX (-19.45). VEXRX return over 5 years is better than : 13.43 vs. WIAEX (4.49).
| VEXRX | WIAEX | VEXRX / WIAEX | |
| Total Expense Ratio | 0.34 | 1.05 | 32% |
| Annual Report Gross Expense Ratio | 0.34 | 1.07 | 32% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | -18.212 | -20.249 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 100000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.8B | 1.63B | 1,212% |
| Annual Yield % from dividends | 0.56 | 0.00 | - |
| Returns for 1 year | -19.45 | -9.67 | 201% |
| Returns for 3 years | -16.04 | -15.02 | 107% |
| Returns for 5 years | 13.43 | 4.49 | 299% |
| Returns for 10 years | -5.57 | N/A | - |
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