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VRTIX vs WHGAX
VRTIX vs WHGAX Comparison
Open Charts VRTIX vs WHGAX
Vanguard Russell 2000 Index I
Price$369.94
Change-$3.66 (-0.98%)
VolumeN/A
Net Assets12.87B
Westwood Quality SmallCap Fund A
Price$20.57
Change-$0.14 (-0.68%)
VolumeN/A
Net Assets1B
VRTIX vs WHGAX Comparison Chart in %
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VRTIX vs. WHGAX commentary
Sep 26, 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 Buy and WHGAX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 12.9B vs. WHGAX (1B). VRTIX pays higher dividends than WHGAX: VRTIX (1.17) vs WHGAX (0.69). 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 : 10.96 vs. WHGAX (-3.74). VRTIX return over 5 years is better than : 67.97 vs. WHGAX (57.01).
| 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 | 9.488 | 2.576 | 368% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9B | 1B | 1,287% |
| Annual Yield % from dividends | 1.17 | 0.69 | 169% |
| Returns for 1 year | 10.96 | -3.74 | -293% |
| Returns for 3 years | 48.49 | 27.26 | 178% |
| Returns for 5 years | 67.97 | 57.01 | 119% |
| Returns for 10 years | 133.36 | N/A | - |
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