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VSCPX vs WHGSX
VSCPX vs WHGSX Comparison
Open Charts VSCPX vs WHGSX
Vanguard Small Cap Index InstlPlus
Price$315.61
Change-$1.07 (-0.34%)
VolumeN/A
Net Assets139.54B
Westwood Quality SmallCap Fund Inst
Price$18.88
Change-$0.09 (-0.47%)
VolumeN/A
Net Assets951.82M
VSCPX vs WHGSX Comparison Chart
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VSCPX vs. WHGSX commentary
Jun 01, 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 StrongBuy and WHGSX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 140B vs. WHGSX (952M). VSCPX pays higher dividends than WHGSX: VSCPX (1.50) vs WHGSX (0.88). VSCPX was incepted earlier than WHGSX: VSCPX (14 years) vs WHGSX (18 years). WHGSX (1.04) is less costly to investors than VSCPX (0.03). WHGSX is a more actively managed with annual turnover of: 57.00 vs. VSCPX (13.00). WHGSX has a lower initial minimum investment than VSCPX: WHGSX (100000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 4.36 vs. WHGSX (-6.01). VSCPX return over 5 years is better than : 63.24 vs. WHGSX (46.81).
| VSCPX | WHGSX | VSCPX / WHGSX | |
| Total Expense Ratio | 0.03 | 0.90 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 1.04 | 3% |
| Fund Existence | 14 years | 18 years | - |
| Gain YTD | -4.629 | -6.321 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 100000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 952M | 14,706% |
| Annual Yield % from dividends | 1.50 | 0.88 | 169% |
| Returns for 1 year | 4.36 | -6.01 | -73% |
| Returns for 3 years | 18.76 | 2.23 | 841% |
| Returns for 5 years | 63.24 | 46.81 | 135% |
| Returns for 10 years | 93.95 | 43.22 | 217% |
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