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VRTIX vs WHGAX
VRTIX vs WHGAX Comparison
Open Charts VRTIX vs WHGAX
Vanguard Russell 2000 Index I
Price$360.95
Change-$0.14 (-0.04%)
VolumeN/A
Net Assets13.89B
Westwood Quality SmallCap Fund A
Price$19.25
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets905.05M
VRTIX vs WHGAX Comparison Chart in %
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VRTIX vs. WHGAX commentary
Nov 20, 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: 13.9B vs. WHGAX (905M). VRTIX pays higher dividends than WHGAX: VRTIX (1.18) vs WHGAX (0.74). 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 : 1.42 vs. WHGAX (-13.46). VRTIX return over 5 years is better than : 33.82 vs. WHGAX (23.57).
| 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 | 5.822 | -4.458 | -131% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 905M | 1,536% |
| Annual Yield % from dividends | 1.18 | 0.74 | 159% |
| Returns for 1 year | 1.42 | -13.46 | -11% |
| Returns for 3 years | 28.59 | 1.73 | 1,652% |
| Returns for 5 years | 33.82 | 23.57 | 143% |
| Returns for 10 years | 108.92 | N/A | - |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| USD | 103.36 | 5.16 | +5.25% |
| ProShares Ultra Semiconductors | |||
| PFFV | 22.54 | 0.02 | +0.09% |
| Global X Variable Rate Preferred ETF | |||
| FSYD | 47.97 | 0.05 | +0.09% |
| Fidelity Sustainable High Yield ETF | |||
| TAPR | 25.58 | N/A | N/A |
| Innovator Eq Dfnd Prt ETF-2 Yr toApr2027 | |||
| XDAT | 25.54 | -0.31 | -1.20% |
| Franklin Exponential Data ETF | |||