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VEXRX vs WISGX
VEXRX vs WISGX Comparison
Open Charts VEXRX vs WISGX
Segall Bryant & Hamill Small Cap GrInstl
Price$18.20
Change+$0.25 (+1.39%)
VolumeN/A
Net Assets213.23M
VEXRX vs WISGX Comparison Chart
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VEXRX vs. WISGX commentary
Apr 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 Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.8B vs. WISGX (213M). VEXRX pays higher dividends than WISGX: VEXRX (0.56) vs WISGX (0.00). VEXRX was incepted earlier than WISGX: VEXRX (23 years) vs WISGX (11 years). WISGX (0.89) is less costly to investors than VEXRX (0.34). WISGX (36.00) and VEXRX (35.00) have comparable annual turnover. 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 : -7.09 vs. VEXRX (-16.43). WISGX return over 5 years is better than : 53.42 vs. VEXRX (16.37).
| VEXRX | WISGX | VEXRX / WISGX | |
| Total Expense Ratio | 0.34 | 0.89 | 38% |
| Annual Report Gross Expense Ratio | 0.34 | 0.89 | 38% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | -16.088 | -17.471 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.8B | 213M | 9,296% |
| Annual Yield % from dividends | 0.56 | 0.00 | - |
| Returns for 1 year | -16.43 | -7.09 | 232% |
| Returns for 3 years | -13.21 | -7.14 | 185% |
| Returns for 5 years | 16.37 | 53.42 | 31% |
| Returns for 10 years | -2.96 | 62.00 | -5% |
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