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VIVIX vs WHGLX
VIVIX vs WHGLX Comparison
Open Charts VIVIX vs WHGLX
Vanguard Value Index I
Price$67.76
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
Westwood Quality Value Fund Inst
Price$14.59
Change-$0.10 (-0.68%)
VolumeN/A
CapitalizationN/A
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VIVIX vs WHGLX Comparison Chart
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VIVIX vs. WHGLX commentary
Sep 21, 2024
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: 183B vs. WHGLX (216M). VIVIX pays higher dividends than WHGLX: VIVIX (2.37) vs WHGLX (1.59). VIVIX was incepted earlier than WHGLX: VIVIX (26 years) vs WHGLX (18 years). WHGLX is a more actively managed with annual turnover of: 57.00 vs. VIVIX (10.00). 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 : 24.01 vs. WHGLX (16.51). VIVIX return over 5 years is better than : 55.47 vs. WHGLX (18.85).
| VIVIX | WHGLX | VIVIX / WHGLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 18 years | - |
| Gain YTD | 16.286 | 11.374 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183B | 216M | 84,722% |
| Annual Yield % from dividends | 2.37 | 1.59 | 149% |
| Returns for 1 year | 24.01 | 16.51 | 145% |
| Returns for 3 years | 28.27 | 5.16 | 548% |
| Returns for 5 years | 55.47 | 18.85 | 294% |
| Returns for 10 years | 114.02 | 29.87 | 382% |