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VSCPX vs WHGSX
VSCPX vs WHGSX Comparison
Open Charts VSCPX vs WHGSX
Vanguard Small Cap Index InstlPlus
Price$340.72
Change-$3.67 (-1.07%)
VolumeN/A
CapitalizationN/A
Westwood Quality SmallCap Fund Inst
Price$22.48
Change-$0.18 (-0.79%)
VolumeN/A
CapitalizationN/A
VSCPX vs WHGSX Comparison Chart
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VSCPX vs. WHGSX 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 WHGSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 151B vs. WHGSX (1.15B). VSCPX pays higher dividends than WHGSX: VSCPX (1.44) vs WHGSX (1.29). VSCPX was incepted earlier than WHGSX: VSCPX (14 years) vs WHGSX (18 years). WHGSX is a more actively managed with annual turnover of: 58.00 vs. VSCPX (12.00). 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 : 30.29 vs. WHGSX (18.12). VSCPX return over 5 years is better than : 55.66 vs. WHGSX (35.48).
| VSCPX | WHGSX | VSCPX / WHGSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 18 years | - |
| Gain YTD | 15.805 | 9.712 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 100000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 1.15B | 13,108% |
| Annual Yield % from dividends | 1.44 | 1.29 | 111% |
| Returns for 1 year | 30.29 | 18.12 | 167% |
| Returns for 3 years | 4.74 | 0.10 | 4,624% |
| Returns for 5 years | 55.66 | 35.48 | 157% |
| Returns for 10 years | 123.43 | 66.76 | 185% |