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VIVAX vs WHGLX
VIVAX vs WHGLX Comparison
Open Charts VIVAX vs WHGLX
Vanguard Value Index I
Price$68.19
Change+$0.40 (+0.59%)
VolumeN/A
Net Assets188.77B
Westwood Quality Value Fund Inst
Price$13.65
Change+$0.06 (+0.44%)
VolumeN/A
Net Assets177.5M
VIVAX vs WHGLX Comparison Chart
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VIVAX vs. WHGLX commentary
Jun 13, 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 VIVAX is a Buy and WHGLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. WHGLX (177M). VIVAX pays higher dividends than WHGLX: VIVAX (2.16) vs WHGLX (1.35). VIVAX was incepted earlier than WHGLX: VIVAX (33 years) vs WHGLX (19 years). WHGLX (0.69) is less costly to investors than VIVAX (0.17). WHGLX is a more actively managed with annual turnover of: 42.00 vs. VIVAX (9.00). 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 : 8.52 vs. WHGLX (0.02). VIVAX return over 5 years is better than : 72.94 vs. WHGLX (25.72).
| VIVAX | WHGLX | VIVAX / WHGLX | |
| Total Expense Ratio | 0.17 | 0.62 | 27% |
| Annual Report Gross Expense Ratio | 0.17 | 0.69 | 25% |
| Fund Existence | 33 years | 19 years | - |
| Gain YTD | 2.646 | 0.816 | 324% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 189B | 177M | 106,780% |
| Annual Yield % from dividends | 2.16 | 1.35 | 159% |
| Returns for 1 year | 8.52 | 0.02 | 39,093% |
| Returns for 3 years | 31.54 | 20.66 | 153% |
| Returns for 5 years | 72.94 | 25.72 | 284% |
| Returns for 10 years | 105.22 | 28.18 | 373% |
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