VSMAX
Price
$146.06
Change
+$1.04 (+0.72%)
Updated
Aug 21 closing price
Net Assets
183.38B
WHGCX
Price
$21.46
Change
+$0.12 (+0.56%)
Updated
Aug 21 closing price
Net Assets
843.93M
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VSMAX vs WHGCX

VSMAX vs WHGCX Comparison Chart in %
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VS
VSMAX vs. WHGCX commentary
Aug 23, 2026

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.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 183B vs. WHGCX (844M). VSMAX pays higher dividends than WHGCX: VSMAX (1.21) vs WHGCX (0.00). VSMAX was incepted earlier than WHGCX: VSMAX (26 years) vs WHGCX (7 years). WHGCX (1.93) is less costly to investors than VSMAX (0.05). WHGCX is a more actively managed with annual turnover of: 63.00 vs. VSMAX (17.00). 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 : 24.79 vs. WHGCX (6.55). VSMAX return over 5 years is better than : 42.24 vs. WHGCX (5.99).
VSMAXWHGCXVSMAX / WHGCX
Total Expense Ratio0.051.793%
Annual Report Gross Expense Ratio0.051.933%
Fund Existence26 years7 years-
Gain YTD18.38214.514127%
Front LoadN/AN/A-
Min. Initial Investment30001000300%
Min. Initial Investment IRAN/AN/A-
Net Assets183B844M21,682%
Annual Yield % from dividends1.210.00-
Returns for 1 year24.796.55378%
Returns for 3 years58.3015.47377%
Returns for 5 years42.245.99705%
Returns for 10 years157.13N/A-
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