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VIVAX vs WHGQX
VIVAX vs WHGQX Comparison
Open Charts VIVAX vs WHGQX
Vanguard Value Index I
Price$67.23
Change-$0.84 (-1.23%)
VolumeN/A
Net Assets195.24B
Westwood Quality Value Ultra
Price$13.45
Change-$0.19 (-1.39%)
VolumeN/A
Net Assets186.08M
VIVAX vs WHGQX Comparison Chart
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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. WHGQX (186M). VIVAX pays higher dividends than WHGQX: VIVAX (2.08) vs WHGQX (1.37). 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 : 10.43 vs. WHGQX (1.57).
| 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 | 3.043 | 1.564 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 195B | 186M | 104,839% |
| Annual Yield % from dividends | 2.08 | 1.37 | 152% |
| Returns for 1 year | 10.43 | 1.57 | 664% |
| Returns for 3 years | 23.34 | N/A | - |
| Returns for 5 years | 80.70 | N/A | - |
| Returns for 10 years | 109.82 | N/A | - |