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VSMAX vs WHGMX
VSMAX vs WHGMX Comparison
Open Charts VSMAX vs WHGMX
Vanguard Small Cap Index Admiral Shares
Price$121.32
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
Westwood Quality SMidCap Fund Inst
Price$16.87
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets98.12M
VSMAX vs WHGMX Comparison Chart in %
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VSMAX vs. WHGMX commentary
Oct 18, 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: 162B vs. WHGMX (98.1M). VSMAX pays higher dividends than WHGMX: VSMAX (1.34) 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 : 4.97 vs. WHGMX (2.85). VSMAX return over 5 years is better than : 55.50 vs. WHGMX (43.67).
| 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 | 5.625 | 6.566 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 98.1M | 165,138% |
| Annual Yield % from dividends | 1.34 | 1.12 | 120% |
| Returns for 1 year | 4.97 | 2.85 | 174% |
| Returns for 3 years | 42.05 | 41.92 | 100% |
| Returns for 5 years | 55.50 | 43.67 | 127% |
| Returns for 10 years | 130.92 | 13.66 | 958% |
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