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VIVAX vs WHGLX
VIVAX vs WHGLX Comparison
Open Charts VIVAX vs WHGLX
Westwood Quality Value Fund Inst
Price$14.07
Change+$0.08 (+0.57%)
VolumeN/A
Net Assets183.58M
VIVAX vs WHGLX Comparison Chart in %
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VIVAX vs. WHGLX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. WHGLX (184M). VIVAX pays higher dividends than WHGLX: VIVAX (1.97) vs WHGLX (1.29). 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 : 4.63 vs. WHGLX (-5.06). VIVAX return over 5 years is better than : 71.78 vs. WHGLX (20.95).
| 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 | 9.738 | 4.377 | 222% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 184M | 113,043% |
| Annual Yield % from dividends | 1.97 | 1.29 | 153% |
| Returns for 1 year | 4.63 | -5.06 | -92% |
| Returns for 3 years | 42.99 | 24.19 | 178% |
| Returns for 5 years | 71.78 | 20.95 | 343% |
| Returns for 10 years | 129.45 | 38.06 | 340% |
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