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VIVIX vs WHGQX
VIVIX vs WHGQX Comparison
Open Charts VIVIX vs WHGQX
Vanguard Value Index I
Price$66.00
Change-$0.27 (-0.41%)
VolumeN/A
Net Assets183.65B
Westwood Quality Value Ultra
Price$13.20
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets173.68M
VIVIX vs WHGQX Comparison Chart
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FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. WHGQX (174M). VIVIX pays higher dividends than WHGQX: VIVIX (2.35) vs WHGQX (1.46). VIVIX was incepted earlier than WHGQX: VIVIX (27 years) vs WHGQX (2 years). WHGQX (0.62) is less costly to investors than VIVIX (0.04). WHGQX is a more actively managed with annual turnover of: 42.00 vs. VIVIX (9.00). WHGQX has a lower initial minimum investment than VIVIX: WHGQX (1000000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 4.71 vs. WHGQX (-4.56).
| VIVIX | WHGQX | VIVIX / WHGQX | |
| Total Expense Ratio | 0.04 | 0.55 | 7% |
| Annual Report Gross Expense Ratio | 0.04 | 0.62 | 6% |
| Fund Existence | 27 years | 2 years | - |
| Gain YTD | 0.391 | -1.489 | -26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184B | 174M | 105,747% |
| Annual Yield % from dividends | 2.35 | 1.46 | 162% |
| Returns for 1 year | 4.71 | -4.56 | -103% |
| Returns for 3 years | 21.97 | N/A | - |
| Returns for 5 years | 75.20 | N/A | - |
| Returns for 10 years | 97.31 | N/A | - |
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