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VSMAX vs WHGCX
VSMAX vs WHGCX Comparison
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VSMAX vs WHGCX Comparison Chart in %
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VSMAX vs. WHGCX commentary
Aug 03, 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 Hold and WHGCX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 189B vs. WHGCX (875M). 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 : 22.58 vs. WHGCX (8.31). VSMAX return over 5 years is better than : 35.11 vs. WHGCX (5.02).
| VSMAX | WHGCX | VSMAX / WHGCX | |
| Total Expense Ratio | 0.05 | 1.79 | 3% |
| Annual Report Gross Expense Ratio | 0.05 | 1.93 | 3% |
| Fund Existence | 26 years | 7 years | - |
| Gain YTD | 14.588 | 14.728 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 189B | 875M | 21,600% |
| Annual Yield % from dividends | 1.21 | 0.00 | - |
| Returns for 1 year | 22.58 | 8.31 | 272% |
| Returns for 3 years | 43.42 | 9.08 | 478% |
| Returns for 5 years | 35.11 | 5.02 | 700% |
| Returns for 10 years | 155.96 | N/A | - |
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