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VEXRX vs WSMGX
VEXRX vs WSMGX Comparison
Open Charts VEXRX vs WSMGX
Vanguard Explorer Adm
Price$106.16
Change-$3.05 (-2.79%)
VolumeN/A
Net Assets22.89B
Wilshire Small Company Growth Instl
Price$20.15
Change-$0.79 (-3.77%)
VolumeN/A
Net Assets23.88M
VEXRX vs WSMGX Comparison Chart
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VEXRX vs. WSMGX commentary
Feb 24, 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 WSMGX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 22.9B vs. WSMGX (23.9M). VEXRX pays higher dividends than WSMGX: VEXRX (0.58) vs WSMGX (0.00). VEXRX was incepted earlier than WSMGX: VEXRX (23 years) vs WSMGX (29 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). WSMGX annual gain was more profitable for investors over the last year : 1.26 vs. VEXRX (0.68). VEXRX return over 5 years is better than : 6.84 vs. WSMGX (-35.21).
| VEXRX | WSMGX | VEXRX / WSMGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | -0.646 | -1.659 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.9B | 23.9M | 95,816% |
| Annual Yield % from dividends | 0.58 | 0.00 | - |
| Returns for 1 year | 0.68 | 1.26 | 54% |
| Returns for 3 years | 3.31 | -15.16 | -22% |
| Returns for 5 years | 6.84 | -35.21 | -19% |
| Returns for 10 years | 18.06 | -23.15 | -78% |
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