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VRTIX vs WWSMX
VRTIX vs WWSMX Comparison
Open Charts VRTIX vs WWSMX
Vanguard Russell 2000 Index I
Price$377.47
Change-$4.27 (-1.12%)
VolumeN/A
Net Assets13.58B
Westwood Quality SMidCap Fund Ultra
Price$16.97
Change-$0.16 (-0.93%)
VolumeN/A
Net Assets99.91M
VRTIX vs WWSMX Comparison Chart in %
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VRTIX vs. WWSMX commentary
Oct 08, 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 WWSMX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. WWSMX (99.9M). WWSMX pays higher dividends than VRTIX: WWSMX (1.43) vs VRTIX (1.20). VRTIX was incepted earlier than WWSMX: VRTIX (15 years) vs WWSMX (5 years). WWSMX (0.87) is less costly to investors than VRTIX (0.07). WWSMX is a more actively managed with annual turnover of: 73.00 vs. VRTIX (12.00). WWSMX has a lower initial minimum investment than VRTIX: WWSMX (1000000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 13.81 vs. WWSMX (7.90). VRTIX return over 5 years is better than : 55.34 vs. WWSMX (46.59).
| VRTIX | WWSMX | VRTIX / WWSMX | |
| Total Expense Ratio | 0.07 | 0.70 | 10% |
| Annual Report Gross Expense Ratio | 0.07 | 0.87 | 8% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 11.874 | 8.349 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.6B | 99.9M | 13,614% |
| Annual Yield % from dividends | 1.20 | 1.43 | 84% |
| Returns for 1 year | 13.81 | 7.90 | 175% |
| Returns for 3 years | 47.99 | 49.66 | 97% |
| Returns for 5 years | 55.34 | 46.59 | 119% |
| Returns for 10 years | 123.07 | N/A | - |
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