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VIVAX vs WHGLX
VIVAX vs WHGLX Comparison
Open Charts VIVAX vs WHGLX
Vanguard Value Index I
Price$68.72
Change-$0.26 (-0.38%)
VolumeN/A
CapitalizationN/A
Westwood Quality Value Fund Inst
Price$14.97
Change-$0.09 (-0.60%)
VolumeN/A
CapitalizationN/A
VIVAX vs WHGLX Comparison Chart
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VIVAX vs. WHGLX commentary
Nov 18, 2024
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 VIVAX is a StrongSell and WHGLX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. WHGLX (219M). VIVAX pays higher dividends than WHGLX: VIVAX (2.25) vs WHGLX (1.59). VIVAX was incepted earlier than WHGLX: VIVAX (32 years) vs WHGLX (18 years). WHGLX is a more actively managed with annual turnover of: 57.00 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than WHGLX: VIVAX (3000) vs WHGLX (100000). VIVAX annual gain was more profitable for investors over the last year : 25.55 vs. WHGLX (18.89). VIVAX return over 5 years is better than : 50.81 vs. WHGLX (18.61).
| VIVAX | WHGLX | VIVAX / WHGLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 18 years | - |
| Gain YTD | 17.912 | 14.275 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184B | 219M | 84,018% |
| Annual Yield % from dividends | 2.25 | 1.59 | 142% |
| Returns for 1 year | 25.55 | 18.89 | 135% |
| Returns for 3 years | 21.58 | -0.32 | -6,728% |
| Returns for 5 years | 50.81 | 18.61 | 273% |
| Returns for 10 years | 110.46 | 29.12 | 379% |
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