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VEXRX vs WSMGX
VEXRX vs WSMGX Comparison
Open Charts VEXRX vs WSMGX
Wilshire Small Company Growth Instl
Price$18.17
Change+$0.38 (+2.14%)
VolumeN/A
Net Assets20.45M
VEXRX vs WSMGX Comparison Chart
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VEXRX vs. WSMGX commentary
Apr 25, 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 WSMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.8B vs. WSMGX (20.4M). VEXRX pays higher dividends than WSMGX: VEXRX (0.56) vs WSMGX (0.00). VEXRX was incepted earlier than WSMGX: VEXRX (23 years) vs WSMGX (29 years). WSMGX (1.64) is less costly to investors than VEXRX (0.34). WSMGX is a more actively managed with annual turnover of: 81.00 vs. VEXRX (35.00). 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 : -8.16 vs. VEXRX (-11.24). VEXRX return over 5 years is better than : 17.63 vs. WSMGX (-27.18).
| VEXRX | WSMGX | VEXRX / WSMGX | |
| Total Expense Ratio | 0.34 | 1.10 | 31% |
| Annual Report Gross Expense Ratio | 0.34 | 1.64 | 21% |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | -13.374 | -13.177 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.8B | 20.4M | 97,059% |
| Annual Yield % from dividends | 0.56 | 0.00 | - |
| Returns for 1 year | -11.24 | -8.16 | 138% |
| Returns for 3 years | -8.96 | -21.07 | 43% |
| Returns for 5 years | 17.63 | -27.18 | -65% |
| Returns for 10 years | 0.85 | -33.72 | -3% |
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