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VSMAX vs WHGMX
VSMAX vs WHGMX Comparison
Open Charts VSMAX vs WHGMX
Vanguard Small Cap Index Admiral Shares
Price$114.81
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
Westwood Quality SMidCap Fund Inst
Price$15.86
Change-$0.35 (-2.16%)
VolumeN/A
Net Assets98.21M
VSMAX vs WHGMX Comparison Chart
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VSMAX vs. WHGMX commentary
Feb 23, 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.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. WHGMX (98.2M). 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 : 14.26 vs. WHGMX (11.60). VSMAX return over 5 years is better than : 48.38 vs. WHGMX (25.70).
| 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 | 2.388 | 2.336 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 98.2M | 163,951% |
| Annual Yield % from dividends | 1.42 | 0.88 | 161% |
| Returns for 1 year | 14.26 | 11.60 | 123% |
| Returns for 3 years | 22.07 | 23.38 | 94% |
| Returns for 5 years | 48.38 | 25.70 | 188% |
| Returns for 10 years | 111.34 | 3.08 | 3,618% |