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VSCPX vs WHGAX
VSCPX vs WHGAX Comparison
Open Charts VSCPX vs WHGAX
Vanguard Small Cap Index InstlPlus
Price$337.34
Change+$2.80 (+0.84%)
VolumeN/A
CapitalizationN/A
Westwood Quality SmallCap Fund A
Price$20.47
Change+$0.19 (+0.94%)
VolumeN/A
CapitalizationN/A
VSCPX vs WHGAX Comparison Chart
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VSCPX vs. WHGAX commentary
Dec 25, 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 VSCPX is a Hold and WHGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 167B vs. WHGAX (1.07B). VSCPX pays higher dividends than WHGAX: VSCPX (1.44) vs WHGAX (1.10). VSCPX was incepted earlier than WHGAX: VSCPX (14 years) vs WHGAX (5 years). WHGAX is a more actively managed with annual turnover of: 58.00 vs. VSCPX (12.00). 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 : 13.98 vs. WHGAX (-0.80). VSCPX return over 5 years is better than : 48.65 vs. WHGAX (20.48).
| VSCPX | WHGAX | VSCPX / WHGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | 14.135 | -0.783 | -1,806% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 1000 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 1.07B | 15,607% |
| Annual Yield % from dividends | 1.44 | 1.10 | 131% |
| Returns for 1 year | 13.98 | -0.80 | -1,746% |
| Returns for 3 years | 9.45 | -1.94 | -488% |
| Returns for 5 years | 48.65 | 20.48 | 238% |
| Returns for 10 years | 114.59 | N/A | - |