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VEXPX vs WSMGX
VEXPX vs WSMGX Comparison
Open Charts VEXPX vs WSMGX
Wilshire Small Company Growth Instl
Price$20.37
Change+$0.24 (+1.19%)
VolumeN/A
Net Assets23.06M
VEXPX vs WSMGX Comparison Chart in %
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VEXPX vs. WSMGX commentary
Jul 06, 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 WSMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.4B vs. WSMGX (23.1M). VEXPX pays higher dividends than WSMGX: VEXPX (0.40) vs WSMGX (0.00). VEXPX was incepted earlier than WSMGX: VEXPX (58 years) vs WSMGX (29 years). WSMGX (1.67) is less costly to investors than VEXPX (0.44). WSMGX is a more actively managed with annual turnover of: 63.00 vs. VEXPX (35.00). VEXPX has a lower initial minimum investment than WSMGX: VEXPX (3000) vs WSMGX (250000). WSMGX annual gain was more profitable for investors over the last year : 5.87 vs. VEXPX (1.30). VEXPX return over 5 years is better than : 13.29 vs. WSMGX (-29.49).
| VEXPX | WSMGX | VEXPX / WSMGX | |
| Total Expense Ratio | 0.44 | 1.10 | 40% |
| Annual Report Gross Expense Ratio | 0.44 | 1.67 | 26% |
| Fund Existence | 58 years | 29 years | - |
| Gain YTD | 0.739 | -0.586 | -126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.4B | 23.1M | 83,983% |
| Annual Yield % from dividends | 0.40 | 0.00 | - |
| Returns for 1 year | 1.30 | 5.87 | 22% |
| Returns for 3 years | 20.99 | 1.19 | 1,761% |
| Returns for 5 years | 13.29 | -29.49 | -45% |
| Returns for 10 years | 18.24 | -24.05 | -76% |
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|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ROMO | 32.10 | 0.04 | +0.13% |
| Strategy Shares Nwfnd/RSlv Rbt Mmt ETF | |||
| BENJ | 50.88 | 0.01 | +0.02% |
| Horizon Landmark ETF | |||
| PML | 7.45 | N/A | N/A |
| PIMCO Municipal Income FUND II | |||
| DFSD | 47.94 | -0.06 | -0.13% |
| Dimensional Short-Duration Fixed Inc ETF | |||
| GBF | 103.69 | -0.24 | -0.23% |
| iShares Government/Credit Bond ETF | |||