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VIVIX vs WHGQX
VIVIX vs WHGQX Comparison
Open Charts VIVIX vs WHGQX
Vanguard Value Index I
Price$67.22
Change-$0.84 (-1.23%)
VolumeN/A
Net Assets195.24B
Westwood Quality Value Ultra
Price$13.45
Change-$0.19 (-1.39%)
VolumeN/A
Net Assets186.08M
VIVIX vs WHGQX Comparison Chart
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FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. WHGQX (186M). VIVIX pays higher dividends than WHGQX: VIVIX (2.20) vs WHGQX (1.37). 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 : 10.43 vs. WHGQX (1.57).
| 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 | 3.074 | 1.564 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 195B | 186M | 104,839% |
| Annual Yield % from dividends | 2.20 | 1.37 | 161% |
| Returns for 1 year | 10.43 | 1.57 | 664% |
| Returns for 3 years | 23.35 | N/A | - |
| Returns for 5 years | 80.69 | N/A | - |
| Returns for 10 years | 109.81 | N/A | - |
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