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VIVAX vs WHGQX
VIVAX vs WHGQX Comparison
Open Charts VIVAX vs WHGQX
Vanguard Value Index I
Price$63.78
Change+$0.44 (+0.69%)
VolumeN/A
Net Assets190.51B
Westwood Quality Value Ultra
Price$12.86
Change+$0.08 (+0.63%)
VolumeN/A
Net Assets173.55M
VIVAX vs WHGQX Comparison Chart
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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. WHGQX (174M). VIVAX pays higher dividends than WHGQX: VIVAX (2.14) vs WHGQX (1.42). VIVAX was incepted earlier than WHGQX: VIVAX (32 years) vs WHGQX (2 years). WHGQX (0.63) is less costly to investors than VIVAX (0.17). WHGQX is a more actively managed with annual turnover of: 42.00 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than WHGQX: VIVAX (3000) vs WHGQX (1000000). VIVAX annual gain was more profitable for investors over the last year : 2.68 vs. WHGQX (-5.32).
| VIVAX | WHGQX | VIVAX / WHGQX | |
| Total Expense Ratio | 0.17 | 0.55 | 31% |
| Annual Report Gross Expense Ratio | 0.17 | 0.63 | 27% |
| Fund Existence | 32 years | 2 years | - |
| Gain YTD | -4.092 | -4.840 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 191B | 174M | 109,770% |
| Annual Yield % from dividends | 2.14 | 1.42 | 151% |
| Returns for 1 year | 2.68 | -5.32 | -50% |
| Returns for 3 years | 11.96 | N/A | - |
| Returns for 5 years | 68.72 | N/A | - |
| Returns for 10 years | 90.37 | N/A | - |