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VIVAX vs WHGQX
VIVAX vs WHGQX Comparison
Open Charts VIVAX vs WHGQX
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
Westwood Quality Value Ultra
Price$14.10
Change+$0.06 (+0.43%)
VolumeN/A
Net Assets184.08M
VIVAX vs WHGQX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. WHGQX (184M). VIVAX pays higher dividends than WHGQX: VIVAX (2.06) vs WHGQX (1.39). VIVAX was incepted earlier than WHGQX: VIVAX (33 years) vs WHGQX (3 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 : 9.31 vs. WHGQX (0.92).
| 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 | 3 years | - |
| Gain YTD | 6.285 | 4.542 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 195B | 184M | 105,978% |
| Annual Yield % from dividends | 2.06 | 1.39 | 148% |
| Returns for 1 year | 9.31 | 0.92 | 1,011% |
| Returns for 3 years | 33.76 | N/A | - |
| Returns for 5 years | 74.16 | N/A | - |
| Returns for 10 years | 115.43 | N/A | - |
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