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VSMAX vs WHGCX
VSMAX vs WHGCX Comparison
Open Charts VSMAX vs WHGCX
Vanguard Small Cap Index Admiral Shares
Price$103.15
Change+$2.18 (+2.16%)
VolumeN/A
Net Assets143.36B
Westwood Quality SmallCap Fund C
Price$17.50
Change+$0.24 (+1.39%)
VolumeN/A
Net Assets896.95M
VSMAX vs WHGCX Comparison Chart
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VSMAX vs. WHGCX commentary
Apr 25, 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 WHGCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. WHGCX (897M). VSMAX pays higher dividends than WHGCX: VSMAX (1.52) vs WHGCX (0.28). VSMAX was incepted earlier than WHGCX: VSMAX (24 years) vs WHGCX (6 years). WHGCX (1.92) is less costly to investors than VSMAX (0.05). WHGCX is a more actively managed with annual turnover of: 57.00 vs. VSMAX (12.00). WHGCX has a lower initial minimum investment than VSMAX: WHGCX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : -2.34 vs. WHGCX (-13.42). VSMAX return over 5 years is better than : 71.79 vs. WHGCX (45.26).
| VSMAX | WHGCX | VSMAX / WHGCX | |
| Total Expense Ratio | 0.05 | 1.79 | 3% |
| Annual Report Gross Expense Ratio | 0.05 | 1.92 | 3% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | -12.239 | -13.310 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 897M | 15,942% |
| Annual Yield % from dividends | 1.52 | 0.28 | 553% |
| Returns for 1 year | -2.34 | -13.42 | 17% |
| Returns for 3 years | 4.74 | -7.51 | -63% |
| Returns for 5 years | 71.79 | 45.26 | 159% |
| Returns for 10 years | 79.09 | N/A | - |
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