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VSCIX vs WHGAX
VSCIX vs WHGAX Comparison
Open Charts VSCIX vs WHGAX
Vanguard Small Cap Index I
Price$116.87
Change+$0.97 (+0.84%)
VolumeN/A
CapitalizationN/A
Westwood Quality SmallCap Fund A
Price$20.47
Change+$0.19 (+0.94%)
VolumeN/A
CapitalizationN/A
VSCIX vs WHGAX Comparison Chart
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VSCIX vs. WHGAX commentary
Dec 25, 2024
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 VSCIX is a Hold and WHGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 167B vs. WHGAX (1.07B). VSCIX pays higher dividends than WHGAX: VSCIX (1.43) vs WHGAX (1.10). VSCIX was incepted earlier than WHGAX: VSCIX (27 years) vs WHGAX (5 years). WHGAX is a more actively managed with annual turnover of: 58.00 vs. VSCIX (12.00). WHGAX has a lower initial minimum investment than VSCIX: WHGAX (1000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 14.59 vs. WHGAX (-0.80). VSCIX return over 5 years is better than : 49.25 vs. WHGAX (20.48).
| VSCIX | WHGAX | VSCIX / WHGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 5 years | - |
| Gain YTD | 14.750 | -0.783 | -1,884% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 1.07B | 15,607% |
| Annual Yield % from dividends | 1.43 | 1.10 | 130% |
| Returns for 1 year | 14.59 | -0.80 | -1,823% |
| Returns for 3 years | 10.04 | -1.94 | -519% |
| Returns for 5 years | 49.25 | 20.48 | 240% |
| Returns for 10 years | 115.70 | N/A | - |
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