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VRTIX vs WHGCX
VRTIX vs WHGCX Comparison
Open Charts VRTIX vs WHGCX
Vanguard Russell 2000 Index I
Price$381.74
Change+$1.56 (+0.41%)
VolumeN/A
Net Assets13.58B
Westwood Quality SmallCap Fund C
Price$20.23
Change-$0.09 (-0.44%)
VolumeN/A
Net Assets999.65M
VRTIX vs WHGCX Comparison Chart in %
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VRTIX vs. WHGCX commentary
Oct 07, 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 WHGCX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. WHGCX (1B). VRTIX pays higher dividends than WHGCX: VRTIX (1.20) vs WHGCX (0.25). VRTIX was incepted earlier than WHGCX: VRTIX (15 years) vs WHGCX (6 years). WHGCX (1.93) is less costly to investors than VRTIX (0.07). WHGCX is a more actively managed with annual turnover of: 57.00 vs. VRTIX (12.00). WHGCX has a lower initial minimum investment than VRTIX: WHGCX (1000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 12.33 vs. WHGCX (-4.79). VRTIX return over 5 years is better than : 56.39 vs. WHGCX (39.54).
| VRTIX | WHGCX | VRTIX / WHGCX | |
| Total Expense Ratio | 0.07 | 1.79 | 4% |
| Annual Report Gross Expense Ratio | 0.07 | 1.93 | 4% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 11.417 | 2.059 | 554% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.6B | 1B | 1,360% |
| Annual Yield % from dividends | 1.20 | 0.25 | 477% |
| Returns for 1 year | 12.33 | -4.79 | -258% |
| Returns for 3 years | 47.38 | 22.63 | 209% |
| Returns for 5 years | 56.39 | 39.54 | 143% |
| Returns for 10 years | 122.16 | N/A | - |
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