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VSMAX vs WHGMX
VSMAX vs WHGMX Comparison
Open Charts VSMAX vs WHGMX
Vanguard Small Cap Index Admiral Shares
Price$107.05
Change+$1.66 (+1.58%)
VolumeN/A
Net Assets139.54B
Westwood Quality SMidCap Fund Inst
Price$15.01
Change+$0.18 (+1.21%)
VolumeN/A
Net Assets88.53M
VSMAX vs WHGMX Comparison Chart
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VSMAX vs. WHGMX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. WHGMX (88.5M). VSMAX pays higher dividends than WHGMX: VSMAX (1.56) vs WHGMX (1.31). VSMAX was incepted earlier than WHGMX: VSMAX (25 years) vs WHGMX (19 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 : -0.07 vs. WHGMX (-1.97). VSMAX return over 5 years is better than : 65.26 vs. WHGMX (47.44).
| 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 | 19 years | - |
| Gain YTD | -8.397 | -6.376 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 88.5M | 158,192% |
| Annual Yield % from dividends | 1.56 | 1.31 | 119% |
| Returns for 1 year | -0.07 | -1.97 | 4% |
| Returns for 3 years | 20.37 | 22.48 | 91% |
| Returns for 5 years | 65.26 | 47.44 | 138% |
| Returns for 10 years | 88.31 | -7.72 | -1,144% |