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VSMAX vs WHGCX
VSMAX vs WHGCX Comparison
Open Charts VSMAX vs WHGCX
Vanguard Small Cap Index Admiral Shares
Price$115.07
Change-$0.12 (-0.10%)
VolumeN/A
Net Assets154.18B
Westwood Quality SmallCap Fund C
Price$19.67
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets981.6M
VSMAX vs WHGCX Comparison Chart in %
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VSMAX vs. WHGCX commentary
Aug 10, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. WHGCX (982M). VSMAX pays higher dividends than WHGCX: VSMAX (1.37) 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 : 9.49 vs. WHGCX (-3.55). VSMAX return over 5 years is better than : 54.40 vs. WHGCX (34.08).
| 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 | 0.090 | -1.205 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 982M | 15,682% |
| Annual Yield % from dividends | 1.37 | 0.26 | 532% |
| Returns for 1 year | 9.49 | -3.55 | -267% |
| Returns for 3 years | 24.07 | 5.91 | 407% |
| Returns for 5 years | 54.40 | 34.08 | 160% |
| Returns for 10 years | 109.39 | N/A | - |
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