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VSMAX vs WHGMX
VSMAX vs WHGMX Comparison
Open Charts VSMAX vs WHGMX
Vanguard Small Cap Index Admiral Shares
Price$115.80
Change+$1.09 (+0.95%)
VolumeN/A
Net Assets147.56B
Westwood Quality SMidCap Fund Inst
Price$16.42
Change+$0.15 (+0.92%)
VolumeN/A
Net Assets95.68M
VSMAX vs WHGMX Comparison Chart in %
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VSMAX vs. WHGMX commentary
Jul 04, 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: 148B vs. WHGMX (95.7M). 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 (10.68) and WHGMX (10.66) have marching annual gain over last year. VSMAX return over 5 years is better than : 66.75 vs. WHGMX (54.84).
| 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 | -0.223 | 2.715 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 95.7M | 154,650% |
| Annual Yield % from dividends | 1.40 | 1.19 | 117% |
| Returns for 1 year | 10.68 | 10.66 | 100% |
| Returns for 3 years | 35.67 | 37.80 | 94% |
| Returns for 5 years | 66.75 | 54.84 | 122% |
| Returns for 10 years | 105.29 | 1.83 | 5,746% |
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