Ad is loading...
VSCIX vs WHGMX
VSCIX vs WHGMX Comparison
Open Charts VSCIX vs WHGMX
Vanguard Small Cap Index I
Price$107.05
Change+$1.66 (+1.58%)
VolumeN/A
Net Assets139.54B
Westwood Quality SMidCap Fund Inst
Price$15.01
Change+$0.18 (+1.21%)
VolumeN/A
Net Assets88.53M
VSCIX vs WHGMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VSCIX vs. WHGMX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 140B vs. WHGMX (88.5M). VSCIX pays higher dividends than WHGMX: VSCIX (1.57) vs WHGMX (1.31). 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 : -0.06 vs. WHGMX (-1.97). VSCIX return over 5 years is better than : 65.30 vs. WHGMX (47.44).
| 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 | -8.389 | -6.376 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 88.5M | 158,192% |
| Annual Yield % from dividends | 1.57 | 1.31 | 120% |
| Returns for 1 year | -0.06 | -1.97 | 3% |
| Returns for 3 years | 20.38 | 22.48 | 91% |
| Returns for 5 years | 65.30 | 47.44 | 138% |
| Returns for 10 years | 88.39 | -7.72 | -1,145% |