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VIVAX vs WHGQX
VIVAX vs WHGQX Comparison
Open Charts VIVAX vs WHGQX
Vanguard Value Index I
Price$70.33
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
Westwood Quality Value Ultra
Price$14.03
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets184.39M
VIVAX vs WHGQX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. WHGQX (184M). VIVAX pays higher dividends than WHGQX: VIVAX (2.06) vs WHGQX (1.37). 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 : 7.90 vs. WHGQX (-0.49).
| 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 | 6.512 | 4.468 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 196B | 184M | 106,522% |
| Annual Yield % from dividends | 2.06 | 1.37 | 150% |
| Returns for 1 year | 7.90 | -0.49 | -1,611% |
| Returns for 3 years | 25.93 | N/A | - |
| Returns for 5 years | 68.56 | N/A | - |
| Returns for 10 years | 114.64 | N/A | - |
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