Interact to see
Advertisement
Advertisement
VEXPX vs WAAEX
VEXPX vs WAAEX Comparison
Open Charts VEXPX vs WAAEX
Wasatch Small Cap Growth Investor
Price$38.41
Change-$0.97 (-2.46%)
VolumeN/A
Net Assets1.85B
VEXPX vs WAAEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VEXPX vs. WAAEX 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 VEXPX is a Hold and WAAEX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.4B vs. WAAEX (1.85B). VEXPX pays higher dividends than WAAEX: VEXPX (0.42) vs WAAEX (0.00). VEXPX was incepted earlier than WAAEX: VEXPX (58 years) vs WAAEX (39 years). WAAEX (1.15) is less costly to investors than VEXPX (0.44). VEXPX is a more actively managed with annual turnover of: 35.00 vs. WAAEX (27.00). WAAEX has a lower initial minimum investment than VEXPX: WAAEX (2000) vs VEXPX (3000). WAAEX annual gain was more profitable for investors over the last year : 7.56 vs. VEXPX (-4.59). VEXPX return over 5 years is better than : 12.47 vs. WAAEX (-3.49).
| VEXPX | WAAEX | VEXPX / WAAEX | |
| Total Expense Ratio | 0.44 | 1.15 | 38% |
| Annual Report Gross Expense Ratio | 0.44 | 1.15 | 38% |
| Fund Existence | 58 years | 39 years | - |
| Gain YTD | -4.593 | -8.110 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.4B | 1.85B | 1,051% |
| Annual Yield % from dividends | 0.42 | 0.00 | - |
| Returns for 1 year | -4.59 | 7.56 | -61% |
| Returns for 3 years | 16.76 | 26.52 | 63% |
| Returns for 5 years | 12.47 | -3.49 | -357% |
| Returns for 10 years | 8.96 | -26.36 | -34% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement