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VIVAX vs WHGLX
VIVAX vs WHGLX Comparison
Open Charts VIVAX vs WHGLX
Vanguard Value Index I
Price$66.29
Change-$1.22 (-1.81%)
VolumeN/A
Net Assets183.65B
Westwood Quality Value Fund Inst
Price$13.27
Change-$0.21 (-1.56%)
VolumeN/A
Net Assets176.38M
VIVAX vs WHGLX Comparison Chart
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VIVAX vs. WHGLX commentary
May 22, 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: 184B vs. WHGLX (176M). VIVAX pays higher dividends than WHGLX: VIVAX (2.22) vs WHGLX (1.38). 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 : 6.24 vs. WHGLX (-3.31). VIVAX return over 5 years is better than : 78.41 vs. WHGLX (29.41).
| 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 | 2.222 | 0.000 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184B | 176M | 104,545% |
| Annual Yield % from dividends | 2.22 | 1.38 | 160% |
| Returns for 1 year | 6.24 | -3.31 | -188% |
| Returns for 3 years | 26.44 | 16.62 | 159% |
| Returns for 5 years | 78.41 | 29.41 | 267% |
| Returns for 10 years | 100.98 | 26.41 | 382% |
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