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VSCIX vs WHGMX
VSCIX vs WHGMX Comparison
Open Charts VSCIX vs WHGMX
Vanguard Small Cap Index I
Price$118.04
Change-$1.28 (-1.07%)
VolumeN/A
CapitalizationN/A
Westwood Quality SMidCap Fund Inst
Price$16.61
Change-$0.14 (-0.84%)
VolumeN/A
CapitalizationN/A
VSCIX vs WHGMX Comparison Chart
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VSCIX vs. WHGMX commentary
Nov 18, 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 WHGMX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 151B vs. WHGMX (107M). VSCIX pays higher dividends than WHGMX: VSCIX (1.43) vs WHGMX (0.88). VSCIX was incepted earlier than WHGMX: VSCIX (27 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 : 30.27 vs. WHGMX (23.03). VSCIX return over 5 years is better than : 55.65 vs. WHGMX (18.28).
| VSCIX | WHGMX | VSCIX / WHGMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 19 years | - |
| Gain YTD | 15.795 | 14.394 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 107M | 141,121% |
| Annual Yield % from dividends | 1.43 | 0.88 | 162% |
| Returns for 1 year | 30.27 | 23.03 | 131% |
| Returns for 3 years | 4.74 | -1.29 | -368% |
| Returns for 5 years | 55.65 | 18.28 | 304% |
| Returns for 10 years | 123.35 | -1.62 | -7,597% |
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