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VSMAX vs WHGAX
VSMAX vs WHGAX Comparison
Open Charts VSMAX vs WHGAX
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
Westwood Quality SmallCap Fund A
Price$22.03
Change-$0.34 (-1.52%)
VolumeN/A
CapitalizationN/A
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VSMAX vs WHGAX Comparison Chart
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VSMAX vs. WHGAX commentary
Sep 21, 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 VSMAX is a StrongBuy and WHGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. WHGAX (1.18B). 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 : 25.54 vs. WHGAX (20.39). VSMAX return over 5 years is better than : 53.45 vs. WHGAX (36.94).
| 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 | 10.898 | 7.779 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 1.18B | 12,627% |
| Annual Yield % from dividends | 1.42 | 1.10 | 129% |
| Returns for 1 year | 25.54 | 20.39 | 125% |
| Returns for 3 years | 8.91 | 11.71 | 76% |
| Returns for 5 years | 53.45 | 36.94 | 145% |
| Returns for 10 years | 121.55 | N/A | - |
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