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VSMAX vs WHGCX
VSMAX vs WHGCX Comparison
Open Charts VSMAX vs WHGCX
Vanguard Small Cap Index Admiral Shares
Price$110.38
Change-$0.17 (-0.15%)
VolumeN/A
Net Assets147.56B
Westwood Quality SmallCap Fund C
Price$18.73
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets962.76M
VSMAX vs WHGCX Comparison Chart
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VSMAX vs. WHGCX 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 WHGCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. WHGCX (963M). VSMAX pays higher dividends than WHGCX: VSMAX (1.48) vs WHGCX (0.28). 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 : 4.90 vs. WHGCX (-5.95). VSMAX return over 5 years is better than : 52.62 vs. WHGCX (27.07).
| 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 | -3.912 | -5.927 | 66% |
| Front Load | N/A | N/A | - |
| 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 | 0.28 | 536% |
| Returns for 1 year | 4.90 | -5.95 | -82% |
| Returns for 3 years | 18.34 | -1.14 | -1,604% |
| Returns for 5 years | 52.62 | 27.07 | 194% |
| Returns for 10 years | 96.38 | N/A | - |
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