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NRGSX vs WGMVX
NRGSX vs WGMVX Comparison
Open Charts NRGSX vs WGMVX
Wasatch Micro Cap Value Institutional
Price$4.24
Change-$0.01 (-0.24%)
VolumeN/A
Net Assets346.61M
NRGSX vs WGMVX Comparison Chart in %
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NRGSX vs. WGMVX commentary
Dec 28, 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 NRGSX is a StrongBuy and WGMVX is a Buy.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.19B vs. WGMVX (347M). NRGSX pays higher dividends than WGMVX: NRGSX (0.07) 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: 54.00 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 : -0.70 vs. NRGSX (-17.45). WGMVX return over 5 years is better than : 3.16 vs. NRGSX (-21.20).
| 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 | -15.960 | 0.713 | -2,240% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.19B | 347M | 2,361% |
| Annual Yield % from dividends | 0.07 | 0.00 | - |
| Returns for 1 year | -17.45 | -0.70 | 2,484% |
| Returns for 3 years | 1.18 | 42.76 | 3% |
| Returns for 5 years | -21.20 | 3.16 | -670% |
| Returns for 10 years | 6.91 | N/A | - |
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