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VSCPX vs WHGMX
VSCPX vs WHGMX Comparison
Open Charts VSCPX vs WHGMX
Vanguard Small Cap Index InstlPlus
Price$340.72
Change-$3.67 (-1.07%)
VolumeN/A
CapitalizationN/A
Westwood Quality SMidCap Fund Inst
Price$16.61
Change-$0.14 (-0.84%)
VolumeN/A
CapitalizationN/A
VSCPX vs WHGMX Comparison Chart
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VSCPX vs. WHGMX commentary
Nov 18, 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 StrongBuy and WHGMX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 151B vs. WHGMX (107M). VSCPX pays higher dividends than WHGMX: VSCPX (1.44) vs WHGMX (0.88). VSCPX was incepted earlier than WHGMX: VSCPX (14 years) vs WHGMX (19 years). WHGMX is a more actively managed with annual turnover of: 87.00 vs. VSCPX (12.00). WHGMX has a lower initial minimum investment than VSCPX: WHGMX (100000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 30.29 vs. WHGMX (23.03). VSCPX return over 5 years is better than : 55.66 vs. WHGMX (18.28).
| VSCPX | WHGMX | VSCPX / WHGMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | 15.805 | 14.394 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 100000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 107M | 141,121% |
| Annual Yield % from dividends | 1.44 | 0.88 | 163% |
| Returns for 1 year | 30.29 | 23.03 | 131% |
| Returns for 3 years | 4.74 | -1.29 | -368% |
| Returns for 5 years | 55.66 | 18.28 | 305% |
| Returns for 10 years | 123.43 | -1.62 | -7,601% |
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