Ad is loading...
VSCIX vs WHGAX
VSCIX vs WHGAX Comparison
Open Charts VSCIX vs WHGAX
Vanguard Small Cap Index I
Price$101.55
Change+$8.70 (+9.37%)
VolumeN/A
Net Assets143.36B
Westwood Quality SmallCap Fund A
Price$17.76
Change+$1.42 (+8.69%)
VolumeN/A
Net Assets840.3M
VSCIX vs WHGAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VSCIX vs. WHGAX commentary
Apr 11, 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 VSCIX is a Buy and WHGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 143B vs. WHGAX (840M). VSCIX pays higher dividends than WHGAX: VSCIX (1.53) vs WHGAX (0.77). VSCIX was incepted earlier than WHGAX: VSCIX (28 years) vs WHGAX (6 years). WHGAX (1.17) is less costly to investors than VSCIX (0.04). WHGAX is a more actively managed with annual turnover of: 57.00 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 : -13.68 vs. WHGAX (-21.37). VSCIX return over 5 years is better than : 56.55 vs. WHGAX (33.15).
| VSCIX | WHGAX | VSCIX / WHGAX | |
| Total Expense Ratio | 0.04 | 1.04 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 1.17 | 3% |
| Fund Existence | 28 years | 6 years | - |
| Gain YTD | -19.289 | -19.069 | 101% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 840M | 17,024% |
| Annual Yield % from dividends | 1.53 | 0.77 | 198% |
| Returns for 1 year | -13.68 | -21.37 | 64% |
| Returns for 3 years | -5.11 | -11.42 | 45% |
| Returns for 5 years | 56.55 | 33.15 | 171% |
| Returns for 10 years | 63.61 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...