Ad is loading...
VSCPX vs WWSMX
VSCPX vs WWSMX Comparison
Open Charts VSCPX vs WWSMX
Vanguard Small Cap Index InstlPlus
Price$307.96
Change-$8.03 (-2.54%)
VolumeN/A
Net Assets153.45B
Westwood Quality SMidCap Fund Ultra
Price$15.30
Change+$0.12 (+0.79%)
VolumeN/A
Net Assets94.77M
VSCPX vs WWSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VSCPX vs. WWSMX commentary
Mar 11, 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 WWSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 153B vs. WWSMX (94.8M). WWSMX pays higher dividends than VSCPX: WWSMX (1.55) vs VSCPX (1.34). VSCPX was incepted earlier than WWSMX: VSCPX (14 years) vs WWSMX (5 years). WWSMX (0.83) is less costly to investors than VSCPX (0.03). WWSMX is a more actively managed with annual turnover of: 73.00 vs. VSCPX (12.00). WWSMX has a lower initial minimum investment than VSCPX: WWSMX (1000000) vs VSCPX (100000000). WWSMX (2.61) and VSCPX (2.59) have marching annual gain over last year.
| VSCPX | WWSMX | VSCPX / WWSMX | |
| Total Expense Ratio | 0.03 | 0.68 | 4% |
| Annual Report Gross Expense Ratio | 0.03 | 0.83 | 4% |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | -4.928 | -3.226 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 1000000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 94.8M | 161,392% |
| Annual Yield % from dividends | 1.34 | 1.55 | 86% |
| Returns for 1 year | 2.59 | 2.61 | 99% |
| Returns for 3 years | 15.76 | 19.11 | 82% |
| Returns for 5 years | 59.73 | N/A | - |
| Returns for 10 years | 101.23 | N/A | - |