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VSMAX vs WHGAX
VSMAX vs WHGAX Comparison
Open Charts VSMAX vs WHGAX
Vanguard Small Cap Index Admiral Shares
Price$111.64
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
Westwood Quality SmallCap Fund A
Price$19.26
Change+$0.21 (+1.10%)
VolumeN/A
Net Assets962.76M
VSMAX vs WHGAX Comparison Chart
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VSMAX vs. WHGAX commentary
Jun 07, 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 StrongBuy and WHGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. WHGAX (963M). VSMAX pays higher dividends than WHGAX: VSMAX (1.48) vs WHGAX (0.78). VSMAX was incepted earlier than WHGAX: VSMAX (25 years) vs WHGAX (6 years). WHGAX (1.18) is less costly to investors than VSMAX (0.05). WHGAX is a more actively managed with annual turnover of: 57.00 vs. VSMAX (13.00). 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 : 5.16 vs. WHGAX (-4.64). VSMAX return over 5 years is better than : 52.39 vs. WHGAX (32.16).
| VSMAX | WHGAX | VSMAX / WHGAX | |
| Total Expense Ratio | 0.05 | 1.04 | 5% |
| Annual Report Gross Expense Ratio | 0.05 | 1.18 | 4% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | -4.060 | -5.646 | 72% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 963M | 15,369% |
| Annual Yield % from dividends | 1.48 | 0.78 | 190% |
| Returns for 1 year | 5.16 | -4.64 | -111% |
| Returns for 3 years | 16.71 | 0.57 | 2,940% |
| Returns for 5 years | 52.39 | 32.16 | 163% |
| Returns for 10 years | 96.62 | N/A | - |
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