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VSCIX vs WHGMX
VSCIX vs WHGMX Comparison
Open Charts VSCIX vs WHGMX
Vanguard Small Cap Index I
Price$120.14
Change-$0.19 (-0.16%)
VolumeN/A
Net Assets154.18B
Westwood Quality SMidCap Fund Inst
Price$16.93
Change-$0.10 (-0.59%)
VolumeN/A
Net Assets98.96M
VSCIX vs WHGMX Comparison Chart in %
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VSCIX vs. WHGMX commentary
Sep 05, 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 Hold and WHGMX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 154B vs. WHGMX (99M). VSCIX pays higher dividends than WHGMX: VSCIX (1.32) vs WHGMX (1.12). VSCIX was incepted earlier than WHGMX: VSCIX (28 years) vs WHGMX (20 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 : 10.82 vs. WHGMX (9.21). VSCIX return over 5 years is better than : 63.90 vs. WHGMX (46.84).
| 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 | 20 years | - |
| Gain YTD | 4.676 | 6.881 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 99M | 155,556% |
| Annual Yield % from dividends | 1.32 | 1.12 | 118% |
| Returns for 1 year | 10.82 | 9.21 | 118% |
| Returns for 3 years | 35.99 | 39.60 | 91% |
| Returns for 5 years | 63.90 | 46.84 | 136% |
| Returns for 10 years | 134.24 | 16.40 | 818% |
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