Interact to see
Advertisement
Advertisement
NRGSX vs WGMVX
NRGSX vs WGMVX Comparison
Open Charts NRGSX vs WGMVX
Wasatch Micro Cap Value Institutional
Price$4.41
Change-$0.13 (-2.86%)
VolumeN/A
Net Assets356.74M
NRGSX vs WGMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NRGSX vs. WGMVX commentary
Feb 05, 2026
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 NRGSX is a Hold and WGMVX is a Hold.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.49B vs. WGMVX (357M). NRGSX pays higher dividends than WGMVX: NRGSX (0.48) vs WGMVX (0.00). NRGSX was incepted earlier than WGMVX: NRGSX (13 years) vs WGMVX (6 years). WGMVX (1.63) is less costly to investors than NRGSX (0.74). WGMVX is a more actively managed with annual turnover of: 69.00 vs. NRGSX (23.00). NRGSX has a lower initial minimum investment than WGMVX: NRGSX (0) vs WGMVX (100000). WGMVX annual gain was more profitable for investors over the last year : 5.00 vs. NRGSX (-12.75). WGMVX return over 5 years is better than : -6.17 vs. NRGSX (-23.10).
| NRGSX | WGMVX | NRGSX / WGMVX | |
| Total Expense Ratio | 0.74 | 1.60 | 46% |
| Annual Report Gross Expense Ratio | 0.74 | 1.63 | 45% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 5.452 | 6.265 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.49B | 357M | 2,379% |
| Annual Yield % from dividends | 0.48 | 0.00 | - |
| Returns for 1 year | -12.75 | 5.00 | -255% |
| Returns for 3 years | -6.33 | 31.64 | -20% |
| Returns for 5 years | -23.10 | -6.17 | 374% |
| Returns for 10 years | 24.83 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers