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VEXRX vs WTSGX
VEXRX vs WTSGX Comparison
Open Charts VEXRX vs WTSGX
Vanguard Explorer Adm
Price$114.79
Change+$0.94 (+0.83%)
VolumeN/A
CapitalizationN/A
Segall Bryant & Hamill Small Cap Gr Ret
Price$21.39
Change+$0.15 (+0.71%)
VolumeN/A
CapitalizationN/A
VEXRX vs WTSGX Comparison Chart
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VEXRX vs. WTSGX commentary
Dec 23, 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 WTSGX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 23.9B vs. WTSGX (265M). VEXRX pays higher dividends than WTSGX: VEXRX (0.58) vs WTSGX (0.00). VEXRX was incepted earlier than WTSGX: VEXRX (23 years) vs WTSGX (11 years). VEXRX is a more actively managed with annual turnover of: 40.00 vs. WTSGX (36.00). WTSGX has a lower initial minimum investment than VEXRX: WTSGX (2500) vs VEXRX (50000). WTSGX annual gain was more profitable for investors over the last year : 17.40 vs. VEXRX (12.06). WTSGX return over 5 years is better than : 63.66 vs. VEXRX (17.83).
| VEXRX | WTSGX | VEXRX / WTSGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 11.198 | 17.077 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 2500 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 265M | 9,019% |
| Annual Yield % from dividends | 0.58 | 0.00 | - |
| Returns for 1 year | 12.06 | 17.40 | 69% |
| Returns for 3 years | -1.32 | -4.89 | 27% |
| Returns for 5 years | 17.83 | 63.66 | 28% |
| Returns for 10 years | 32.40 | 104.49 | 31% |
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