Ad is loading...
VSCIX vs WHGSX
VSCIX vs WHGSX Comparison
Open Charts VSCIX vs WHGSX
Vanguard Small Cap Index I
Price$106.46
Change-$1.66 (-1.54%)
VolumeN/A
CapitalizationN/A
Westwood Quality SmallCap Fund Inst
Price$20.98
Change-$0.33 (-1.55%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
VSCIX vs WHGSX Comparison Chart
Loading...
VSCIX vs. WHGSX commentary
Sep 07, 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 Buy and WHGSX is a StrongSell.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 149B vs. WHGSX (1.13B). VSCIX pays higher dividends than WHGSX: VSCIX (1.43) vs WHGSX (1.29). VSCIX was incepted earlier than WHGSX: VSCIX (27 years) vs WHGSX (17 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 : 14.28 vs. WHGSX (13.09). VSCIX return over 5 years is better than : 49.00 vs. WHGSX (38.12).
| VSCIX | WHGSX | VSCIX / WHGSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 17 years | - |
| Gain YTD | 5.988 | 4.002 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 1.13B | 13,244% |
| Annual Yield % from dividends | 1.43 | 1.29 | 111% |
| Returns for 1 year | 14.28 | 13.09 | 109% |
| Returns for 3 years | -0.35 | 2.97 | -12% |
| Returns for 5 years | 49.00 | 38.12 | 129% |
| Returns for 10 years | 103.56 | 59.74 | 173% |