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VSCIX vs WHGMX
VSCIX vs WHGMX Comparison
Open Charts VSCIX vs WHGMX
Vanguard Small Cap Index I
Price$115.80
Change+$1.10 (+0.96%)
VolumeN/A
Net Assets147.56B
Westwood Quality SMidCap Fund Inst
Price$16.42
Change+$0.15 (+0.92%)
VolumeN/A
Net Assets95.68M
VSCIX vs WHGMX Comparison Chart in %
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VSCIX vs. WHGMX commentary
Jul 04, 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: 148B vs. WHGMX (95.7M). VSCIX pays higher dividends than WHGMX: VSCIX (1.41) vs WHGMX (1.19). 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 (10.69) and WHGMX (10.66) have marching annual gain over last year. VSCIX return over 5 years is better than : 66.75 vs. WHGMX (54.84).
| 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 | -0.222 | 2.715 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 95.7M | 154,650% |
| Annual Yield % from dividends | 1.41 | 1.19 | 118% |
| Returns for 1 year | 10.69 | 10.66 | 100% |
| Returns for 3 years | 35.67 | 37.80 | 94% |
| Returns for 5 years | 66.75 | 54.84 | 122% |
| Returns for 10 years | 105.32 | 1.83 | 5,748% |
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