Interact to see
Advertisement
Advertisement
DFSTX vs WHGMX
DFSTX vs WHGMX Comparison
Open Charts DFSTX vs WHGMX
Westwood Quality SMidCap Fund Inst
Price$16.22
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets93.63M
DFSTX vs WHGMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSTX vs. WHGMX commentary
Nov 20, 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: 16.2B vs. WHGMX (93.6M). WHGMX pays higher dividends than DFSTX: WHGMX (1.16) vs DFSTX (1.08). 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 (-1.58) and WHGMX (-1.65) have marching annual gain over last year. DFSTX return over 5 years is better than : 46.26 vs. WHGMX (27.92).
| 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 | 2.089 | 2.210 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.2B | 93.6M | 17,308% |
| Annual Yield % from dividends | 1.08 | 1.16 | 93% |
| Returns for 1 year | -1.58 | -1.65 | 96% |
| Returns for 3 years | 21.78 | 25.84 | 84% |
| Returns for 5 years | 46.26 | 27.92 | 166% |
| Returns for 10 years | 67.22 | 7.93 | 847% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement