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VIVAX vs WHGQX
VIVAX vs WHGQX Comparison
Open Charts VIVAX vs WHGQX
Vanguard Value Index I
Price$66.01
Change-$0.28 (-0.42%)
VolumeN/A
Net Assets183.65B
Westwood Quality Value Ultra
Price$13.20
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets173.68M
VIVAX vs WHGQX Comparison Chart
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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. WHGQX (174M). VIVAX pays higher dividends than WHGQX: VIVAX (2.22) vs WHGQX (1.46). VIVAX was incepted earlier than WHGQX: VIVAX (33 years) vs WHGQX (2 years). WHGQX (0.62) is less costly to investors than VIVAX (0.17). WHGQX is a more actively managed with annual turnover of: 42.00 vs. VIVAX (9.00). 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 : 4.71 vs. WHGQX (-4.56).
| VIVAX | WHGQX | VIVAX / WHGQX | |
| Total Expense Ratio | 0.17 | 0.55 | 31% |
| Annual Report Gross Expense Ratio | 0.17 | 0.62 | 27% |
| Fund Existence | 33 years | 2 years | - |
| Gain YTD | 0.375 | -1.489 | -25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184B | 174M | 105,747% |
| Annual Yield % from dividends | 2.22 | 1.46 | 152% |
| Returns for 1 year | 4.71 | -4.56 | -103% |
| Returns for 3 years | 21.97 | N/A | - |
| Returns for 5 years | 75.18 | N/A | - |
| Returns for 10 years | 97.35 | N/A | - |