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VSMAX vs WHGAX
VSMAX vs WHGAX Comparison
Open Charts VSMAX vs WHGAX
Vanguard Small Cap Index Admiral Shares
Price$114.81
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
Westwood Quality SmallCap Fund A
Price$19.85
Change-$0.40 (-1.98%)
VolumeN/A
Net Assets1.03B
VSMAX vs WHGAX Comparison Chart
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VSMAX vs. WHGAX commentary
Feb 23, 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 Hold and WHGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. WHGAX (1.03B). VSMAX pays higher dividends than WHGAX: VSMAX (1.42) vs WHGAX (1.10). VSMAX was incepted earlier than WHGAX: VSMAX (24 years) vs WHGAX (5 years). WHGAX is a more actively managed with annual turnover of: 58.00 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 : 11.25 vs. WHGAX (-0.59). VSMAX return over 5 years is better than : 44.48 vs. WHGAX (20.30).
| VSMAX | WHGAX | VSMAX / WHGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | -0.304 | -1.684 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 1.03B | 15,616% |
| Annual Yield % from dividends | 1.42 | 1.10 | 129% |
| Returns for 1 year | 11.25 | -0.59 | -1,920% |
| Returns for 3 years | 18.86 | 4.36 | 432% |
| Returns for 5 years | 44.48 | 20.30 | 219% |
| Returns for 10 years | 105.78 | N/A | - |
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