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VIVIX vs WWLCX
VIVIX vs WWLCX Comparison
Open Charts VIVIX vs WWLCX
Vanguard Value Index I
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
Westwood Quality Value Fund C
Price$13.60
Change+$0.09 (+0.67%)
VolumeN/A
Net Assets210.96M
VIVIX vs WWLCX Comparison Chart
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VIVIX vs. WWLCX commentary
Jan 19, 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 Hold and WWLCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. WWLCX (211M). VIVIX pays higher dividends than WWLCX: VIVIX (2.37) vs WWLCX (0.78). VIVIX was incepted earlier than WWLCX: VIVIX (27 years) vs WWLCX (5 years). WWLCX is a more actively managed with annual turnover of: 57.00 vs. VIVIX (10.00). WWLCX has a lower initial minimum investment than VIVIX: WWLCX (1000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 18.21 vs. WWLCX (7.34).
| VIVIX | WWLCX | VIVIX / WWLCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 5 years | - |
| Gain YTD | 3.211 | 2.797 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184B | 211M | 87,204% |
| Annual Yield % from dividends | 2.37 | 0.78 | 302% |
| Returns for 1 year | 18.21 | 7.34 | 248% |
| Returns for 3 years | 18.46 | 4.95 | 373% |
| Returns for 5 years | 44.19 | N/A | - |
| Returns for 10 years | 111.13 | N/A | - |