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VSCPX vs WHGMX
VSCPX vs WHGMX Comparison
Open Charts VSCPX vs WHGMX
Vanguard Small Cap Index InstlPlus
Price$286.51
Change+$2.44 (+0.86%)
VolumeN/A
Net Assets143.36B
Westwood Quality SMidCap Fund Inst
Price$14.18
Change+$0.14 (+1.00%)
VolumeN/A
Net Assets84.08M
VSCPX vs WHGMX Comparison Chart
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VSCPX vs. WHGMX commentary
Apr 18, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 143B vs. WHGMX (84.1M). VSCPX pays higher dividends than WHGMX: VSCPX (1.54) vs WHGMX (1.27). VSCPX was incepted earlier than WHGMX: VSCPX (14 years) vs WHGMX (19 years). WHGMX (1.01) is less costly to investors than VSCPX (0.03). WHGMX is a more actively managed with annual turnover of: 73.00 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 : -2.39 vs. WHGMX (-3.24). VSCPX return over 5 years is better than : 66.94 vs. WHGMX (48.28).
| VSCPX | WHGMX | VSCPX / WHGMX | |
| Total Expense Ratio | 0.03 | 0.86 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 1.01 | 3% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | -14.450 | -10.669 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 100000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 84.1M | 170,036% |
| Annual Yield % from dividends | 1.54 | 1.27 | 121% |
| Returns for 1 year | -2.39 | -3.24 | 74% |
| Returns for 3 years | 0.58 | 6.68 | 9% |
| Returns for 5 years | 66.94 | 48.28 | 139% |
| Returns for 10 years | 73.76 | -9.81 | -752% |
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