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VEXRX vs WISGX
VEXRX vs WISGX Comparison
Open Charts VEXRX vs WISGX
Segall Bryant & Hamill Small Cap GrInstl
Price$19.61
Change-$0.12 (-0.61%)
VolumeN/A
Net Assets233.97M
VEXRX vs WISGX Comparison Chart
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VEXRX vs. WISGX 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 WISGX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 18.9B vs. WISGX (234M). VEXRX pays higher dividends than WISGX: VEXRX (0.57) vs WISGX (0.00). VEXRX was incepted earlier than WISGX: VEXRX (24 years) vs WISGX (11 years). WISGX (0.89) is less costly to investors than VEXRX (0.33). WISGX is a more actively managed with annual turnover of: 46.00 vs. VEXRX (35.00). VEXRX has a lower initial minimum investment than WISGX: VEXRX (50000) vs WISGX (250000). WISGX annual gain was more profitable for investors over the last year : 1.82 vs. VEXRX (-8.48). WISGX return over 5 years is better than : 50.73 vs. VEXRX (14.25).
| VEXRX | WISGX | VEXRX / WISGX | |
| Total Expense Ratio | 0.33 | 0.89 | 37% |
| Annual Report Gross Expense Ratio | 0.33 | 0.89 | 37% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | -7.918 | -9.839 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.9B | 234M | 8,077% |
| Annual Yield % from dividends | 0.57 | 0.00 | - |
| Returns for 1 year | -8.48 | 1.82 | -467% |
| Returns for 3 years | 8.98 | 22.56 | 40% |
| Returns for 5 years | 14.25 | 50.73 | 28% |
| Returns for 10 years | 8.67 | 82.08 | 11% |