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VSMAX vs WHGCX
VSMAX vs WHGCX Comparison
Open Charts VSMAX vs WHGCX
Vanguard Small Cap Index Admiral Shares
Price$101.10
Change-$7.25 (-6.69%)
VolumeN/A
Net Assets153.45B
Westwood Quality SmallCap Fund C
Price$17.56
Change-$1.29 (-6.84%)
VolumeN/A
Net Assets988.12M
VSMAX vs WHGCX Comparison Chart
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VSMAX vs. WHGCX commentary
Apr 05, 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 WHGCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. WHGCX (988M). 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 : 1.20 vs. WHGCX (-7.84). VSMAX return over 5 years is better than : 115.95 vs. WHGCX (79.24).
| 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 | -5.824 | -5.324 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 988M | 15,486% |
| Annual Yield % from dividends | 1.52 | 0.28 | 553% |
| Returns for 1 year | 1.20 | -7.84 | -15% |
| Returns for 3 years | 6.53 | -3.03 | -215% |
| Returns for 5 years | 115.95 | 79.24 | 146% |
| Returns for 10 years | 91.10 | N/A | - |