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VSMAX vs WHGMX
VSMAX vs WHGMX Comparison
Open Charts VSMAX vs WHGMX
Vanguard Small Cap Index Admiral Shares
Price$117.47
Change-$1.04 (-0.88%)
VolumeN/A
Net Assets153.28B
Westwood Quality SMidCap Fund Inst
Price$16.53
Change-$0.19 (-1.14%)
VolumeN/A
Net Assets98.3M
VSMAX vs WHGMX Comparison Chart in %
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VSMAX vs. WHGMX commentary
Jul 25, 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: 153B vs. WHGMX (98.3M). VSMAX pays higher dividends than WHGMX: VSMAX (1.40) vs WHGMX (1.19). 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 : 9.90 vs. WHGMX (7.44). VSMAX return over 5 years is better than : 67.32 vs. WHGMX (53.27).
| 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 | 20 years | - |
| Gain YTD | 3.083 | 5.556 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 98.3M | 155,646% |
| Annual Yield % from dividends | 1.40 | 1.19 | 117% |
| Returns for 1 year | 9.90 | 7.44 | 133% |
| Returns for 3 years | 33.46 | 36.77 | 91% |
| Returns for 5 years | 67.32 | 53.27 | 126% |
| Returns for 10 years | 118.01 | 8.77 | 1,346% |
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