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VSCPX vs WHGAX
VSCPX vs WHGAX Comparison
Open Charts VSCPX vs WHGAX
Vanguard Small Cap Index InstlPlus
Price$322.22
Change+$3.63 (+1.14%)
VolumeN/A
Net Assets147.56B
Westwood Quality SmallCap Fund A
Price$19.26
Change+$0.21 (+1.10%)
VolumeN/A
Net Assets962.76M
VSCPX vs WHGAX Comparison Chart
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VSCPX vs. WHGAX commentary
Jun 07, 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 VSCPX is a StrongBuy and WHGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. WHGAX (963M). VSCPX pays higher dividends than WHGAX: VSCPX (1.50) vs WHGAX (0.78). VSCPX was incepted earlier than WHGAX: VSCPX (14 years) vs WHGAX (6 years). WHGAX (1.18) is less costly to investors than VSCPX (0.03). WHGAX is a more actively managed with annual turnover of: 57.00 vs. VSCPX (13.00). WHGAX has a lower initial minimum investment than VSCPX: WHGAX (1000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 5.16 vs. WHGAX (-4.64). VSCPX return over 5 years is better than : 52.42 vs. WHGAX (32.16).
| VSCPX | WHGAX | VSCPX / WHGAX | |
| Total Expense Ratio | 0.03 | 1.04 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 1.18 | 3% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | -4.054 | -5.646 | 72% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 100000000 | 1000 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 963M | 15,369% |
| Annual Yield % from dividends | 1.50 | 0.78 | 193% |
| Returns for 1 year | 5.16 | -4.64 | -111% |
| Returns for 3 years | 16.73 | 0.57 | 2,943% |
| Returns for 5 years | 52.42 | 32.16 | 163% |
| Returns for 10 years | 96.69 | N/A | - |
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