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VSCIX vs WHGMX
VSCIX vs WHGMX Comparison
Open Charts VSCIX vs WHGMX
Vanguard Small Cap Index I
Price$111.64
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
Westwood Quality SMidCap Fund Inst
Price$15.67
Change+$0.17 (+1.10%)
VolumeN/A
Net Assets91.57M
VSCIX vs WHGMX Comparison Chart
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VSCIX vs. WHGMX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. WHGMX (91.6M). VSCIX pays higher dividends than WHGMX: VSCIX (1.49) vs WHGMX (1.25). VSCIX was incepted earlier than WHGMX: VSCIX (28 years) vs WHGMX (19 years). WHGMX (1.07) is less costly to investors than VSCIX (0.04). WHGMX is a more actively managed with annual turnover of: 73.00 vs. VSCIX (13.00). 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 : 5.16 vs. WHGMX (3.89). VSCIX return over 5 years is better than : 52.41 vs. WHGMX (34.88).
| VSCIX | WHGMX | VSCIX / WHGMX | |
| Total Expense Ratio | 0.04 | 0.90 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 1.07 | 4% |
| Fund Existence | 28 years | 19 years | - |
| Gain YTD | -4.051 | -2.146 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 91.6M | 161,572% |
| Annual Yield % from dividends | 1.49 | 1.25 | 119% |
| Returns for 1 year | 5.16 | 3.89 | 133% |
| Returns for 3 years | 16.72 | 17.80 | 94% |
| Returns for 5 years | 52.41 | 34.88 | 150% |
| Returns for 10 years | 96.66 | -3.83 | -2,526% |
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