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VIVIX vs WHGLX
VIVIX vs WHGLX Comparison
Open Charts VIVIX vs WHGLX
Vanguard Value Index I
Price$68.18
Change+$0.41 (+0.60%)
VolumeN/A
Net Assets188.77B
Westwood Quality Value Fund Inst
Price$13.65
Change+$0.06 (+0.44%)
VolumeN/A
Net Assets177.5M
VIVIX vs WHGLX Comparison Chart
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VIVIX vs. WHGLX commentary
Jun 13, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is VIVIX is a Buy and WHGLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. WHGLX (177M). VIVIX pays higher dividends than WHGLX: VIVIX (2.29) vs WHGLX (1.35). VIVIX was incepted earlier than WHGLX: VIVIX (27 years) vs WHGLX (19 years). WHGLX (0.69) is less costly to investors than VIVIX (0.04). WHGLX is a more actively managed with annual turnover of: 42.00 vs. VIVIX (9.00). WHGLX has a lower initial minimum investment than VIVIX: WHGLX (100000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 8.51 vs. WHGLX (0.02). VIVIX return over 5 years is better than : 72.92 vs. WHGLX (25.72).
| VIVIX | WHGLX | VIVIX / WHGLX | |
| Total Expense Ratio | 0.04 | 0.62 | 6% |
| Annual Report Gross Expense Ratio | 0.04 | 0.69 | 6% |
| Fund Existence | 27 years | 19 years | - |
| Gain YTD | 2.664 | 0.816 | 326% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 189B | 177M | 106,780% |
| Annual Yield % from dividends | 2.29 | 1.35 | 169% |
| Returns for 1 year | 8.51 | 0.02 | 39,057% |
| Returns for 3 years | 31.52 | 20.66 | 153% |
| Returns for 5 years | 72.92 | 25.72 | 283% |
| Returns for 10 years | 105.13 | 28.18 | 373% |
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