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VIVIX vs WHGQX
VIVIX vs WHGQX Comparison
Open Charts VIVIX vs WHGQX
Vanguard Value Index I
Price$63.76
Change+$0.44 (+0.69%)
VolumeN/A
Net Assets190.51B
Westwood Quality Value Ultra
Price$12.86
Change+$0.08 (+0.63%)
VolumeN/A
Net Assets173.55M
VIVIX vs WHGQX Comparison Chart
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FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. WHGQX (174M). VIVIX pays higher dividends than WHGQX: VIVIX (2.27) vs WHGQX (1.42). VIVIX was incepted earlier than WHGQX: VIVIX (27 years) vs WHGQX (2 years). WHGQX (0.63) is less costly to investors than VIVIX (0.04). WHGQX is a more actively managed with annual turnover of: 42.00 vs. VIVIX (10.00). 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 : 2.69 vs. WHGQX (-5.32).
| VIVIX | WHGQX | VIVIX / WHGQX | |
| Total Expense Ratio | 0.04 | 0.55 | 7% |
| Annual Report Gross Expense Ratio | 0.04 | 0.63 | 6% |
| Fund Existence | 27 years | 2 years | - |
| Gain YTD | -4.077 | -4.840 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 191B | 174M | 109,770% |
| Annual Yield % from dividends | 2.27 | 1.42 | 160% |
| Returns for 1 year | 2.69 | -5.32 | -51% |
| Returns for 3 years | 11.95 | N/A | - |
| Returns for 5 years | 68.73 | N/A | - |
| Returns for 10 years | 90.34 | N/A | - |
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