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VSMAX vs WHGMX
VSMAX vs WHGMX Comparison
Open Charts VSMAX vs WHGMX
Vanguard Small Cap Index Admiral Shares
Price$120.15
Change-$0.18 (-0.15%)
VolumeN/A
Net Assets154.18B
Westwood Quality SMidCap Fund Inst
Price$16.93
Change-$0.10 (-0.59%)
VolumeN/A
Net Assets98.96M
VSMAX vs WHGMX Comparison Chart in %
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VSMAX vs. WHGMX commentary
Sep 05, 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: 154B vs. WHGMX (99M). 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 : 10.81 vs. WHGMX (9.21). VSMAX return over 5 years is better than : 63.88 vs. WHGMX (46.84).
| 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 | 4.666 | 6.881 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 99M | 155,556% |
| Annual Yield % from dividends | 1.31 | 1.12 | 117% |
| Returns for 1 year | 10.81 | 9.21 | 117% |
| Returns for 3 years | 35.98 | 39.60 | 91% |
| Returns for 5 years | 63.88 | 46.84 | 136% |
| Returns for 10 years | 134.18 | 16.40 | 818% |
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