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VRTIX vs WHGAX
VRTIX vs WHGAX Comparison
Open Charts VRTIX vs WHGAX
Vanguard Russell 2000 Index I
Price$376.58
Change-$2.27 (-0.60%)
VolumeN/A
Net Assets13.58B
Westwood Quality SmallCap Fund A
Price$19.92
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets943.4M
VRTIX vs WHGAX Comparison Chart in %
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VRTIX vs. WHGAX commentary
Oct 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 VRTIX is a Hold and WHGAX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. WHGAX (943M). VRTIX pays higher dividends than WHGAX: VRTIX (1.20) vs WHGAX (0.71). VRTIX was incepted earlier than WHGAX: VRTIX (15 years) vs WHGAX (6 years). WHGAX (1.18) is less costly to investors than VRTIX (0.07). WHGAX is a more actively managed with annual turnover of: 57.00 vs. VRTIX (12.00). WHGAX has a lower initial minimum investment than VRTIX: WHGAX (1000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 8.57 vs. WHGAX (-10.59). VRTIX return over 5 years is better than : 53.62 vs. WHGAX (37.76).
| VRTIX | WHGAX | VRTIX / WHGAX | |
| Total Expense Ratio | 0.07 | 1.04 | 7% |
| Annual Report Gross Expense Ratio | 0.07 | 1.18 | 6% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 11.027 | -1.387 | -795% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.6B | 943M | 1,442% |
| Annual Yield % from dividends | 1.20 | 0.71 | 170% |
| Returns for 1 year | 8.57 | -10.59 | -81% |
| Returns for 3 years | 42.33 | 15.79 | 268% |
| Returns for 5 years | 53.62 | 37.76 | 142% |
| Returns for 10 years | 121.72 | N/A | - |
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