Ad is loading...
VSCIX vs WHGAX
VSCIX vs WHGAX Comparison
Open Charts VSCIX vs WHGAX
Vanguard Small Cap Index I
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
Westwood Quality SmallCap Fund A
Price$22.03
Change-$0.34 (-1.52%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
VSCIX vs WHGAX Comparison Chart
Loading...
VSCIX vs. WHGAX commentary
Sep 21, 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 StrongBuy and WHGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 149B vs. WHGAX (1.18B). 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 : 25.54 vs. WHGAX (20.39). VSCIX return over 5 years is better than : 53.46 vs. WHGAX (36.94).
| 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 | 10.899 | 7.779 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 1.18B | 12,627% |
| Annual Yield % from dividends | 1.43 | 1.10 | 130% |
| Returns for 1 year | 25.54 | 20.39 | 125% |
| Returns for 3 years | 8.92 | 11.71 | 76% |
| Returns for 5 years | 53.46 | 36.94 | 145% |
| Returns for 10 years | 121.62 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...