Interact to see
Advertisement
Advertisement
VSMAX vs WHGCX
VSMAX vs WHGCX Comparison
Open Charts VSMAX vs WHGCX
Vanguard Small Cap Index Admiral Shares
Price$114.58
Change-$1.97 (-1.69%)
VolumeN/A
Net Assets153.28B
Westwood Quality SmallCap Fund C
Price$19.80
Change-$0.42 (-2.08%)
VolumeN/A
Net Assets1.02B
VSMAX vs WHGCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VSMAX vs. WHGCX commentary
Jul 16, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. WHGCX (1.02B). VSMAX pays higher dividends than WHGCX: VSMAX (1.40) vs WHGCX (0.26). VSMAX was incepted earlier than WHGCX: VSMAX (25 years) vs WHGCX (6 years). WHGCX (1.93) is less costly to investors than VSMAX (0.05). WHGCX is a more actively managed with annual turnover of: 57.00 vs. VSMAX (13.00). 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 : 7.02 vs. WHGCX (-2.99). VSMAX return over 5 years is better than : 65.73 vs. WHGCX (46.77).
| VSMAX | WHGCX | VSMAX / WHGCX | |
| Total Expense Ratio | 0.05 | 1.79 | 3% |
| Annual Report Gross Expense Ratio | 0.05 | 1.93 | 3% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 1.378 | 1.557 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 1.02B | 15,044% |
| Annual Yield % from dividends | 1.40 | 0.26 | 531% |
| Returns for 1 year | 7.02 | -2.99 | -235% |
| Returns for 3 years | 37.27 | 17.75 | 210% |
| Returns for 5 years | 65.73 | 46.77 | 141% |
| Returns for 10 years | 106.98 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement