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VEXRX vs WSMGX
VEXRX vs WSMGX Comparison
Open Charts VEXRX vs WSMGX
Vanguard Explorer Adm
Price$116.24
Change-$0.21 (-0.18%)
VolumeN/A
CapitalizationN/A
Wilshire Small Company Growth Instl
Price$20.72
Change-$0.04 (-0.19%)
VolumeN/A
CapitalizationN/A
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VEXRX vs WSMGX Comparison Chart
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VEXRX vs. WSMGX commentary
Oct 18, 2024
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 WSMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 22.5B vs. WSMGX (25.4M). VEXRX pays higher dividends than WSMGX: VEXRX (0.58) vs WSMGX (0.00). VEXRX was incepted earlier than WSMGX: VEXRX (23 years) vs WSMGX (28 years). WSMGX is a more actively managed with annual turnover of: 81.00 vs. VEXRX (40.00). VEXRX has a lower initial minimum investment than WSMGX: VEXRX (50000) vs WSMGX (250000). VEXRX annual gain was more profitable for investors over the last year : 29.54 vs. WSMGX (22.39). VEXRX return over 5 years is better than : 24.04 vs. WSMGX (-26.24).
| VEXRX | WSMGX | VEXRX / WSMGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 12.603 | 5.714 | 221% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 25.4M | 88,583% |
| Annual Yield % from dividends | 0.58 | 0.00 | - |
| Returns for 1 year | 29.54 | 22.39 | 132% |
| Returns for 3 years | -16.03 | -46.21 | 35% |
| Returns for 5 years | 24.04 | -26.24 | -92% |
| Returns for 10 years | 27.95 | -15.94 | -175% |
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