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VSMAX vs WHGMX
VSMAX vs WHGMX Comparison
Open Charts VSMAX vs WHGMX
Vanguard Small Cap Index Admiral Shares
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
Westwood Quality SMidCap Fund Inst
Price$16.64
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets108.85M
VSMAX vs WHGMX Comparison Chart
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VSMAX vs. WHGMX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. WHGMX (109M). VSMAX pays higher dividends than WHGMX: VSMAX (1.42) vs WHGMX (0.88). VSMAX was incepted earlier than WHGMX: VSMAX (24 years) vs WHGMX (19 years). WHGMX is a more actively managed with annual turnover of: 87.00 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 : 21.26 vs. WHGMX (19.52). VSMAX return over 5 years is better than : 48.99 vs. WHGMX (27.15).
| VSMAX | WHGMX | VSMAX / WHGMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 3.369 | 5.051 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 109M | 142,202% |
| Annual Yield % from dividends | 1.42 | 0.88 | 161% |
| Returns for 1 year | 21.26 | 19.52 | 109% |
| Returns for 3 years | 17.25 | 19.83 | 87% |
| Returns for 5 years | 48.99 | 27.15 | 180% |
| Returns for 10 years | 127.10 | 15.22 | 835% |
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