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VSCPX vs WHGMX
VSCPX vs WHGMX Comparison
Open Charts VSCPX vs WHGMX
Vanguard Small Cap Index InstlPlus
Price$339.70
Change+$0.65 (+0.19%)
VolumeN/A
Net Assets161.58B
Westwood Quality SMidCap Fund Inst
Price$16.19
Change+$0.07 (+0.43%)
VolumeN/A
Net Assets93.28M
VSCPX vs WHGMX Comparison Chart in %
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VSCPX vs. WHGMX commentary
Nov 20, 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 Hold and WHGMX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 162B vs. WHGMX (93.3M). VSCPX pays higher dividends than WHGMX: VSCPX (1.36) vs WHGMX (1.16). 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 annual gain was more profitable for investors over the last year : -0.53 vs. WHGMX (-2.25). VSCPX return over 5 years is better than : 39.23 vs. WHGMX (26.60).
| 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 | 2.256 | 1.768 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 100000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 93.3M | 173,633% |
| Annual Yield % from dividends | 1.36 | 1.16 | 117% |
| Returns for 1 year | -0.53 | -2.25 | 23% |
| Returns for 3 years | 29.87 | 25.29 | 118% |
| Returns for 5 years | 39.23 | 26.60 | 147% |
| Returns for 10 years | 122.39 | 7.47 | 1,639% |