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VSCPX vs WHGMX
VSCPX vs WHGMX Comparison
Open Charts VSCPX vs WHGMX
Vanguard Small Cap Index InstlPlus
Price$336.62
Change+$2.39 (+0.72%)
VolumeN/A
Net Assets147.56B
Westwood Quality SMidCap Fund Inst
Price$16.42
Change+$0.15 (+0.92%)
VolumeN/A
Net Assets96.58M
VSCPX vs WHGMX Comparison Chart in %
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VSCPX vs. WHGMX commentary
Jul 04, 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 Buy and WHGMX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. WHGMX (96.6M). VSCPX pays higher dividends than WHGMX: VSCPX (1.42) vs WHGMX (1.19). VSCPX was incepted earlier than WHGMX: VSCPX (15 years) vs WHGMX (20 years). WHGMX (1.07) is less costly to investors than VSCPX (0.03). WHGMX is a more actively managed with annual turnover of: 73.00 vs. VSCPX (13.00). WHGMX has a lower initial minimum investment than VSCPX: WHGMX (100000) vs VSCPX (100000000). VSCPX (11.47) and WHGMX (11.31) have marching annual gain over last year. VSCPX return over 5 years is better than : 68.36 vs. WHGMX (56.27).
| VSCPX | WHGMX | VSCPX / WHGMX | |
| Total Expense Ratio | 0.03 | 0.90 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 1.07 | 3% |
| Fund Existence | 15 years | 20 years | - |
| Gain YTD | 0.732 | 3.662 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 100000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 96.6M | 153,209% |
| Annual Yield % from dividends | 1.42 | 1.19 | 119% |
| Returns for 1 year | 11.47 | 11.31 | 101% |
| Returns for 3 years | 36.98 | 39.07 | 95% |
| Returns for 5 years | 68.36 | 56.27 | 121% |
| Returns for 10 years | 107.91 | 3.25 | 3,318% |
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