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VSMAX vs WHGMX
VSMAX vs WHGMX Comparison
Open Charts VSMAX vs WHGMX
Vanguard Small Cap Index Admiral Shares
Price$117.71
Change+$0.02 (+0.02%)
VolumeN/A
Net Assets161.58B
Westwood Quality SMidCap Fund Inst
Price$16.22
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets93.63M
VSMAX vs WHGMX Comparison Chart in %
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VSMAX vs. WHGMX commentary
Nov 20, 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 WHGMX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. WHGMX (93.6M). VSMAX pays higher dividends than WHGMX: VSMAX (1.34) vs WHGMX (1.16). VSMAX was incepted earlier than WHGMX: VSMAX (25 years) vs WHGMX (20 years). WHGMX (1.07) is less costly to investors than VSMAX (0.05). WHGMX is a more actively managed with annual turnover of: 73.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than WHGMX: VSMAX (3000) vs WHGMX (100000). VSMAX annual gain was more profitable for investors over the last year : -0.84 vs. WHGMX (-1.65). VSMAX return over 5 years is better than : 39.47 vs. WHGMX (27.92).
| VSMAX | WHGMX | VSMAX / WHGMX | |
| Total Expense Ratio | 0.05 | 0.90 | 6% |
| Annual Report Gross Expense Ratio | 0.05 | 1.07 | 5% |
| Fund Existence | 25 years | 20 years | - |
| Gain YTD | 2.440 | 2.210 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 93.6M | 173,077% |
| Annual Yield % from dividends | 1.34 | 1.16 | 115% |
| Returns for 1 year | -0.84 | -1.65 | 51% |
| Returns for 3 years | 30.09 | 25.84 | 116% |
| Returns for 5 years | 39.47 | 27.92 | 141% |
| Returns for 10 years | 122.69 | 7.93 | 1,547% |
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