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FAMDX vs VEXPX
FAMDX vs VEXPX Comparison
Open Charts FAMDX vs VEXPX
FAM Small Cap Institutional
Price$26.41
Change+$0.07 (+0.27%)
VolumeN/A
Net Assets419.38M
FAMDX vs VEXPX Comparison Chart in %
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FAMDX vs. VEXPX commentary
Sep 08, 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 FAMDX is a Buy and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.5B vs. FAMDX (419M). VEXPX pays higher dividends than FAMDX: VEXPX (0.39) vs FAMDX (0.00). FAMDX was incepted earlier than VEXPX: FAMDX (10 years) vs VEXPX (58 years). FAMDX (1.14) is less costly to investors than VEXPX (0.44). VEXPX is a more actively managed with annual turnover of: 35.00 vs. FAMDX (11.00). VEXPX has a lower initial minimum investment than FAMDX: VEXPX (3000) vs FAMDX (500000). VEXPX annual gain was more profitable for investors over the last year : 2.63 vs. FAMDX (-1.71). FAMDX return over 5 years is better than : 53.37 vs. VEXPX (12.14).
| FAMDX | VEXPX | FAMDX / VEXPX | |
| Total Expense Ratio | 1.14 | 0.44 | 259% |
| Annual Report Gross Expense Ratio | 1.14 | 0.44 | 259% |
| Fund Existence | 10 years | 58 years | - |
| Gain YTD | -1.565 | 5.159 | -30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 419M | 20.5B | 2% |
| Annual Yield % from dividends | 0.00 | 0.39 | - |
| Returns for 1 year | -1.71 | 2.63 | -65% |
| Returns for 3 years | 19.94 | 22.05 | 90% |
| Returns for 5 years | 53.37 | 12.14 | 439% |
| Returns for 10 years | N/A | 31.21 | - |
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