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DFSTX vs WHGSX
DFSTX vs WHGSX Comparison
Open Charts DFSTX vs WHGSX
Westwood Quality SmallCap Fund Inst
Price$20.51
Change-$0.20 (-0.97%)
VolumeN/A
Net Assets995.02M
DFSTX vs WHGSX Comparison Chart in %
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DFSTX vs. WHGSX commentary
Oct 08, 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 WHGSX is a Buy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17.2B vs. WHGSX (995M). DFSTX pays higher dividends than WHGSX: DFSTX (1.07) vs WHGSX (0.81). DFSTX was incepted earlier than WHGSX: DFSTX (34 years) vs WHGSX (19 years). WHGSX (1.04) is less costly to investors than DFSTX (0.28). WHGSX is a more actively managed with annual turnover of: 57.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than WHGSX: DFSTX (0) vs WHGSX (100000). DFSTX annual gain was more profitable for investors over the last year : 8.06 vs. WHGSX (-4.26). DFSTX return over 5 years is better than : 65.12 vs. WHGSX (43.36).
| DFSTX | WHGSX | DFSTX / WHGSX | |
| Total Expense Ratio | 0.27 | 0.90 | 30% |
| Annual Report Gross Expense Ratio | 0.28 | 1.04 | 27% |
| Fund Existence | 34 years | 19 years | - |
| Gain YTD | 5.882 | 2.272 | 259% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 995M | 1,729% |
| Annual Yield % from dividends | 1.07 | 0.81 | 132% |
| Returns for 1 year | 8.06 | -4.26 | -189% |
| Returns for 3 years | 40.41 | 25.63 | 158% |
| Returns for 5 years | 65.12 | 43.36 | 150% |
| Returns for 10 years | 75.01 | 61.79 | 121% |
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