Interact to see
Advertisement
Advertisement
DFSTX vs WHGMX
DFSTX vs WHGMX Comparison
Open Charts DFSTX vs WHGMX
Westwood Quality SMidCap Fund Inst
Price$16.95
Change-$0.11 (-0.64%)
VolumeN/A
Net Assets100M
DFSTX vs WHGMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSTX vs. WHGMX commentary
Sep 26, 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 DFSTX is a Hold and WHGMX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17B vs. WHGMX (100M). WHGMX pays higher dividends than DFSTX: WHGMX (1.12) vs DFSTX (1.05). DFSTX was incepted earlier than WHGMX: DFSTX (34 years) vs WHGMX (20 years). WHGMX (1.07) is less costly to investors than DFSTX (0.28). WHGMX is a more actively managed with annual turnover of: 73.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than WHGMX: DFSTX (0) vs WHGMX (100000). DFSTX annual gain was more profitable for investors over the last year : 8.52 vs. WHGMX (7.24). DFSTX return over 5 years is better than : 82.76 vs. WHGMX (57.49).
| DFSTX | WHGMX | DFSTX / WHGMX | |
| Total Expense Ratio | 0.27 | 0.90 | 30% |
| Annual Report Gross Expense Ratio | 0.28 | 1.07 | 26% |
| Fund Existence | 34 years | 20 years | - |
| Gain YTD | 6.142 | 7.702 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17B | 100M | 17,000% |
| Annual Yield % from dividends | 1.05 | 1.12 | 94% |
| Returns for 1 year | 8.52 | 7.24 | 118% |
| Returns for 3 years | 44.71 | 51.08 | 88% |
| Returns for 5 years | 82.76 | 57.49 | 144% |
| Returns for 10 years | 87.60 | 21.66 | 405% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| LFAE | 116.35 | N/A | N/A |
| LifeX 2048 Longevity Income ETF | |||
| GSEP | 37.83 | -0.07 | -0.18% |
| FT Vest U.S. Eq Mod Buffr ETF - Sep | |||
| MSFY | 26.78 | -0.16 | -0.59% |
| Kurv Yield Premium Str Microsoft ETF | |||
| KOMP | 61.49 | -0.37 | -0.60% |
| SPDR® S&P Kensho New Economies Comps ETF | |||
| RAYE | 28.12 | -0.23 | -0.81% |
| Rayliant Quantamental Emer Mkt Eq ETF | |||