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VEXPX vs WSGRX
VEXPX vs WSGRX Comparison
Open Charts VEXPX vs WSGRX
Macquarie Small Cap Growth R
Price$12.21
Change+$0.14 (+1.16%)
VolumeN/A
Net Assets1.11B
VEXPX vs WSGRX Comparison Chart in %
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VEXPX vs. WSGRX commentary
Jul 07, 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 StrongBuy and WSGRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.4B vs. WSGRX (1.11B). VEXPX pays higher dividends than WSGRX: VEXPX (0.40) vs WSGRX (0.00). VEXPX was incepted earlier than WSGRX: VEXPX (58 years) vs WSGRX (20 years). WSGRX (1.50) is less costly to investors than VEXPX (0.44). WSGRX is a more actively managed with annual turnover of: 55.00 vs. VEXPX (35.00). WSGRX has a lower initial minimum investment than VEXPX: WSGRX (0) vs VEXPX (3000). WSGRX annual gain was more profitable for investors over the last year : 3.83 vs. VEXPX (1.30). VEXPX return over 5 years is better than : 13.29 vs. WSGRX (-26.11).
| VEXPX | WSGRX | VEXPX / WSGRX | |
| Total Expense Ratio | 0.44 | 1.38 | 32% |
| Annual Report Gross Expense Ratio | 0.44 | 1.50 | 29% |
| Fund Existence | 58 years | 20 years | - |
| Gain YTD | 0.739 | 4.538 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.4B | 1.11B | 1,746% |
| Annual Yield % from dividends | 0.40 | 0.00 | - |
| Returns for 1 year | 1.30 | 3.83 | 34% |
| Returns for 3 years | 20.99 | 12.33 | 170% |
| Returns for 5 years | 13.29 | -26.11 | -51% |
| Returns for 10 years | 18.24 | -33.62 | -54% |
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