VSMAX
Price
$120.96
Change
-$1.21 (-0.99%)
Updated
Sep 25 closing price
Net Assets
161.26B
WHGMX
Price
$16.95
Change
-$0.11 (-0.64%)
Updated
Sep 25 closing price
Net Assets
100M
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VSMAX vs WHGMX

Header iconVSMAX vs WHGMX Comparison
Open Charts VSMAX vs WHGMXBanner chart's image
Vanguard Small Cap Index Admiral Shares
Price$120.96
Change-$1.21 (-0.99%)
VolumeN/A
Net Assets161.26B
Westwood Quality SMidCap Fund Inst
Price$16.95
Change-$0.11 (-0.64%)
VolumeN/A
Net Assets100M
VSMAX vs WHGMX Comparison Chart in %
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VS
VSMAX vs. WHGMX commentary
Sep 26, 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.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. WHGMX (100M). VSMAX pays higher dividends than WHGMX: VSMAX (1.31) vs WHGMX (1.12). 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 : 8.90 vs. WHGMX (7.24). VSMAX return over 5 years is better than : 71.77 vs. WHGMX (57.49).
VSMAXWHGMXVSMAX / WHGMX
Total Expense Ratio0.050.906%
Annual Report Gross Expense Ratio0.051.075%
Fund Existence25 years20 years-
Gain YTD6.2667.70281%
Front LoadN/AN/A-
Min. Initial Investment30001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets161B100M161,000%
Annual Yield % from dividends1.311.12117%
Returns for 1 year8.907.24123%
Returns for 3 years51.2851.08100%
Returns for 5 years71.7757.49125%
Returns for 10 years147.9321.66683%
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