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VSMAX vs WHGAX
VSMAX vs WHGAX Comparison
Open Charts VSMAX vs WHGAX
Vanguard Small Cap Index Admiral Shares
Price$101.55
Change+$8.69 (+9.36%)
VolumeN/A
Net Assets143.36B
Westwood Quality SmallCap Fund A
Price$17.76
Change+$1.42 (+8.69%)
VolumeN/A
Net Assets840.3M
VSMAX vs WHGAX Comparison Chart
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VSMAX vs. WHGAX commentary
Apr 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 VSMAX is a Buy and WHGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. WHGAX (840M). VSMAX pays higher dividends than WHGAX: VSMAX (1.52) vs WHGAX (0.77). VSMAX was incepted earlier than WHGAX: VSMAX (24 years) vs WHGAX (6 years). WHGAX (1.17) is less costly to investors than VSMAX (0.05). WHGAX is a more actively managed with annual turnover of: 57.00 vs. VSMAX (12.00). WHGAX has a lower initial minimum investment than VSMAX: WHGAX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : -13.67 vs. WHGAX (-21.37). VSMAX return over 5 years is better than : 56.52 vs. WHGAX (33.15).
| VSMAX | WHGAX | VSMAX / WHGAX | |
| Total Expense Ratio | 0.05 | 1.04 | 5% |
| Annual Report Gross Expense Ratio | 0.05 | 1.17 | 4% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | -19.288 | -19.069 | 101% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 840M | 17,024% |
| Annual Yield % from dividends | 1.52 | 0.77 | 196% |
| Returns for 1 year | -13.67 | -21.37 | 64% |
| Returns for 3 years | -5.11 | -11.42 | 45% |
| Returns for 5 years | 56.52 | 33.15 | 171% |
| Returns for 10 years | 63.59 | N/A | - |
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