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VSCIX vs WHGMX
VSCIX vs WHGMX Comparison
Open Charts VSCIX vs WHGMX
Vanguard Small Cap Index I
Price$99.26
Change+$0.84 (+0.85%)
VolumeN/A
Net Assets143.36B
Westwood Quality SMidCap Fund Inst
Price$14.18
Change+$0.14 (+1.00%)
VolumeN/A
Net Assets84.08M
VSCIX vs WHGMX Comparison Chart
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VSCIX vs. WHGMX commentary
Apr 18, 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 WHGMX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 143B vs. WHGMX (84.1M). VSCIX pays higher dividends than WHGMX: VSCIX (1.53) vs WHGMX (1.27). VSCIX was incepted earlier than WHGMX: VSCIX (28 years) vs WHGMX (19 years). WHGMX (1.01) is less costly to investors than VSCIX (0.04). WHGMX is a more actively managed with annual turnover of: 73.00 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 : -2.39 vs. WHGMX (-3.24). VSCIX return over 5 years is better than : 66.91 vs. WHGMX (48.28).
| VSCIX | WHGMX | VSCIX / WHGMX | |
| Total Expense Ratio | 0.04 | 0.86 | 5% |
| Annual Report Gross Expense Ratio | 0.04 | 1.01 | 4% |
| Fund Existence | 28 years | 19 years | - |
| Gain YTD | -14.447 | -10.669 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 84.1M | 170,036% |
| Annual Yield % from dividends | 1.53 | 1.27 | 120% |
| Returns for 1 year | -2.39 | -3.24 | 74% |
| Returns for 3 years | 0.57 | 6.68 | 9% |
| Returns for 5 years | 66.91 | 48.28 | 139% |
| Returns for 10 years | 73.72 | -9.81 | -752% |
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