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VSCIX vs WHGSX
VSCIX vs WHGSX Comparison
Open Charts VSCIX vs WHGSX
Vanguard Small Cap Index I
Price$115.19
Change-$0.19 (-0.16%)
VolumeN/A
Net Assets154.18B
Westwood Quality SmallCap Fund Inst
Price$20.06
Change-$0.10 (-0.50%)
VolumeN/A
Net Assets984.87M
VSCIX vs WHGSX Comparison Chart in %
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VSCIX vs. WHGSX commentary
Aug 08, 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 Hold and WHGSX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 154B vs. WHGSX (985M). VSCIX pays higher dividends than WHGSX: VSCIX (1.38) vs WHGSX (0.83). VSCIX was incepted earlier than WHGSX: VSCIX (28 years) vs WHGSX (18 years). WHGSX (1.04) is less costly to investors than VSCIX (0.04). WHGSX is a more actively managed with annual turnover of: 57.00 vs. VSCIX (13.00). 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 : 12.38 vs. WHGSX (-0.26). VSCIX return over 5 years is better than : 54.83 vs. WHGSX (40.76).
| VSCIX | WHGSX | VSCIX / WHGSX | |
| Total Expense Ratio | 0.04 | 0.90 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 1.04 | 4% |
| Fund Existence | 28 years | 18 years | - |
| Gain YTD | 0.370 | -0.444 | -83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 985M | 15,635% |
| Annual Yield % from dividends | 1.38 | 0.83 | 167% |
| Returns for 1 year | 12.38 | -0.26 | -4,688% |
| Returns for 3 years | 22.83 | 8.47 | 270% |
| Returns for 5 years | 54.83 | 40.76 | 135% |
| Returns for 10 years | 108.15 | 55.58 | 195% |