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VIVIX vs WHGLX
VIVIX vs WHGLX Comparison
Open Charts VIVIX vs WHGLX
Vanguard Value Index I
Price$70.44
Change+$0.65 (+0.93%)
VolumeN/A
Net Assets195.18B
Westwood Quality Value Fund Inst
Price$14.05
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets183.1M
VIVIX vs WHGLX Comparison Chart in %
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VIVIX vs. WHGLX commentary
Jul 25, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. WHGLX (183M). VIVIX pays higher dividends than WHGLX: VIVIX (2.19) vs WHGLX (1.32). 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 : 9.38 vs. WHGLX (-0.22). VIVIX return over 5 years is better than : 74.87 vs. WHGLX (26.74).
| 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 | 6.730 | 4.006 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 195B | 183M | 106,557% |
| Annual Yield % from dividends | 2.19 | 1.32 | 166% |
| Returns for 1 year | 9.38 | -0.22 | -4,327% |
| Returns for 3 years | 34.78 | 21.39 | 163% |
| Returns for 5 years | 74.87 | 26.74 | 280% |
| Returns for 10 years | 117.59 | 34.22 | 344% |
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