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VSMAX vs WHGMX
VSMAX vs WHGMX Comparison
Open Charts VSMAX vs WHGMX
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
Westwood Quality SMidCap Fund Inst
Price$15.99
Change-$0.61 (-3.67%)
VolumeN/A
CapitalizationN/A
VSMAX vs WHGMX Comparison Chart
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VSMAX vs. WHGMX commentary
Dec 19, 2024
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: 167B vs. WHGMX (107M). 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 : 19.58 vs. WHGMX (15.98). VSMAX return over 5 years is better than : 53.97 vs. WHGMX (28.27).
| 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 | 18.049 | 14.325 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 107M | 156,075% |
| Annual Yield % from dividends | 1.42 | 0.88 | 161% |
| Returns for 1 year | 19.58 | 15.98 | 123% |
| Returns for 3 years | 15.80 | 22.71 | 70% |
| Returns for 5 years | 53.97 | 28.27 | 191% |
| Returns for 10 years | 125.00 | -2.12 | -5,899% |