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VSCIX vs WHGSX
VSCIX vs WHGSX Comparison
Open Charts VSCIX vs WHGSX
Vanguard Small Cap Index I
Price$97.21
Change-$4.34 (-4.27%)
VolumeN/A
Net Assets143.36B
Westwood Quality SmallCap Fund Inst
Price$16.99
Change-$0.82 (-4.60%)
VolumeN/A
Net Assets910.97M
VSCIX vs WHGSX Comparison Chart
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VSCIX vs. WHGSX commentary
Apr 11, 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 WHGSX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 143B vs. WHGSX (911M). VSCIX pays higher dividends than WHGSX: VSCIX (1.53) vs WHGSX (0.88). VSCIX was incepted earlier than WHGSX: VSCIX (28 years) vs WHGSX (18 years). WHGSX (1.05) is less costly to investors than VSCIX (0.04). WHGSX is a more actively managed with annual turnover of: 57.00 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 : -3.52 vs. WHGSX (-11.89). VSCIX return over 5 years is better than : 71.22 vs. WHGSX (45.56).
| VSCIX | WHGSX | VSCIX / WHGSX | |
| Total Expense Ratio | 0.04 | 0.92 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 1.05 | 4% |
| Fund Existence | 28 years | 18 years | - |
| Gain YTD | -11.727 | -12.049 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 911M | 15,697% |
| Annual Yield % from dividends | 1.53 | 0.88 | 173% |
| Returns for 1 year | -3.52 | -11.89 | 30% |
| Returns for 3 years | 4.32 | -2.91 | -149% |
| Returns for 5 years | 71.22 | 45.56 | 156% |
| Returns for 10 years | 79.18 | 33.06 | 239% |
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