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VSMAX vs WHGMX
VSMAX vs WHGMX Comparison
Open Charts VSMAX vs WHGMX
Vanguard Small Cap Index Admiral Shares
Price$99.27
Change+$0.85 (+0.86%)
VolumeN/A
Net Assets143.36B
Westwood Quality SMidCap Fund Inst
Price$14.18
Change+$0.14 (+1.00%)
VolumeN/A
Net Assets84.08M
VSMAX vs WHGMX Comparison Chart
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VSMAX vs. WHGMX commentary
Apr 18, 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 Buy and WHGMX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. WHGMX (84.1M). VSMAX pays higher dividends than WHGMX: VSMAX (1.52) vs WHGMX (1.27). VSMAX was incepted earlier than WHGMX: VSMAX (24 years) vs WHGMX (19 years). WHGMX (1.01) is less costly to investors than VSMAX (0.05). WHGMX is a more actively managed with annual turnover of: 73.00 vs. VSMAX (12.00). 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 : -2.40 vs. WHGMX (-3.14). VSMAX return over 5 years is better than : 66.89 vs. WHGMX (47.13).
| VSMAX | WHGMX | VSMAX / WHGMX | |
| Total Expense Ratio | 0.05 | 0.86 | 6% |
| Annual Report Gross Expense Ratio | 0.05 | 1.01 | 5% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | -14.455 | -11.364 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 84.1M | 170,036% |
| Annual Yield % from dividends | 1.52 | 1.27 | 119% |
| Returns for 1 year | -2.40 | -3.14 | 76% |
| Returns for 3 years | 0.56 | 5.92 | 9% |
| Returns for 5 years | 66.89 | 47.13 | 142% |
| Returns for 10 years | 73.68 | -11.19 | -658% |
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