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FAMDX vs VEXPX
FAMDX vs VEXPX Comparison
Open Charts FAMDX vs VEXPX
FAM Small Cap Institutional
Price$25.54
Change-$0.52 (-2.00%)
VolumeN/A
Net Assets407.37M
FAMDX vs VEXPX Comparison Chart
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FAMDX vs. VEXPX commentary
Jun 16, 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 Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.4B vs. FAMDX (407M). VEXPX pays higher dividends than FAMDX: VEXPX (0.42) vs FAMDX (0.00). FAMDX was incepted earlier than VEXPX: FAMDX (9 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). FAMDX annual gain was more profitable for investors over the last year : 3.78 vs. VEXPX (-4.59). FAMDX return over 5 years is better than : 61.44 vs. VEXPX (12.47).
| FAMDX | VEXPX | FAMDX / VEXPX | |
| Total Expense Ratio | 1.14 | 0.44 | 259% |
| Annual Report Gross Expense Ratio | 1.14 | 0.44 | 259% |
| Fund Existence | 9 years | 58 years | - |
| Gain YTD | -4.808 | -4.593 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 407M | 19.4B | 2% |
| Annual Yield % from dividends | 0.00 | 0.42 | - |
| Returns for 1 year | 3.78 | -4.59 | -82% |
| Returns for 3 years | 23.74 | 16.76 | 142% |
| Returns for 5 years | 61.44 | 12.47 | 493% |
| Returns for 10 years | N/A | 8.96 | - |
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