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VSCIX vs WHGMX
VSCIX vs WHGMX Comparison
Open Charts VSCIX vs WHGMX
Vanguard Small Cap Index I
Price$120.76
Change+$1.42 (+1.19%)
VolumeN/A
Net Assets155.27B
Westwood Quality SMidCap Fund Inst
Price$16.67
Change+$0.20 (+1.21%)
VolumeN/A
Net Assets107.39M
VSCIX vs WHGMX Comparison Chart
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VSCIX vs. WHGMX commentary
Jan 31, 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 StrongBuy and WHGMX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 155B vs. WHGMX (107M). VSCIX pays higher dividends than WHGMX: VSCIX (1.43) vs WHGMX (0.88). VSCIX was incepted earlier than WHGMX: VSCIX (28 years) vs WHGMX (19 years). WHGMX is a more actively managed with annual turnover of: 87.00 vs. VSCIX (12.00). WHGMX has a lower initial minimum investment than VSCIX: WHGMX (100000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 20.34 vs. WHGMX (17.39). VSCIX return over 5 years is better than : 55.99 vs. WHGMX (30.62).
| VSCIX | WHGMX | VSCIX / WHGMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 19 years | - |
| Gain YTD | 3.639 | 3.977 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 107M | 144,860% |
| Annual Yield % from dividends | 1.43 | 0.88 | 162% |
| Returns for 1 year | 20.34 | 17.39 | 117% |
| Returns for 3 years | 20.91 | 24.17 | 87% |
| Returns for 5 years | 55.99 | 30.62 | 183% |
| Returns for 10 years | 124.92 | 11.60 | 1,077% |
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