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VSCIX vs WHGSX
VSCIX vs WHGSX Comparison
Open Charts VSCIX vs WHGSX
Vanguard Small Cap Index I
Price$118.04
Change-$1.28 (-1.07%)
VolumeN/A
CapitalizationN/A
Westwood Quality SmallCap Fund Inst
Price$22.48
Change-$0.18 (-0.79%)
VolumeN/A
CapitalizationN/A
VSCIX vs WHGSX Comparison Chart
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VSCIX vs. WHGSX 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 WHGSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 151B vs. WHGSX (1.15B). VSCIX pays higher dividends than WHGSX: VSCIX (1.43) vs WHGSX (1.29). VSCIX was incepted earlier than WHGSX: VSCIX (27 years) vs WHGSX (18 years). WHGSX is a more actively managed with annual turnover of: 58.00 vs. VSCIX (12.00). WHGSX has a lower initial minimum investment than VSCIX: WHGSX (100000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 30.27 vs. WHGSX (18.12). VSCIX return over 5 years is better than : 55.65 vs. WHGSX (35.48).
| VSCIX | WHGSX | VSCIX / WHGSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 18 years | - |
| Gain YTD | 15.795 | 9.712 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 1.15B | 13,108% |
| Annual Yield % from dividends | 1.43 | 1.29 | 111% |
| Returns for 1 year | 30.27 | 18.12 | 167% |
| Returns for 3 years | 4.74 | 0.10 | 4,618% |
| Returns for 5 years | 55.65 | 35.48 | 157% |
| Returns for 10 years | 123.35 | 66.76 | 185% |
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