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VSMAX vs WHGMX
VSMAX vs WHGMX Comparison
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VSMAX vs WHGMX Comparison Chart in %
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VSMAX vs. WHGMX commentary
Jul 05, 2026
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: 183B vs. WHGMX (113M). VSMAX pays higher dividends than WHGMX: VSMAX (1.18) vs WHGMX (0.36). VSMAX was incepted earlier than WHGMX: VSMAX (26 years) vs WHGMX (21 years). WHGMX (1.07) is less costly to investors than VSMAX (0.05). WHGMX is a more actively managed with annual turnover of: 66.00 vs. VSMAX (17.00). 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 : 24.74 vs. WHGMX (16.83). VSMAX return over 5 years is better than : 35.21 vs. WHGMX (24.01).
| VSMAX | WHGMX | VSMAX / WHGMX | |
| Total Expense Ratio | 0.05 | 0.85 | 6% |
| Annual Report Gross Expense Ratio | 0.05 | 1.07 | 5% |
| Fund Existence | 26 years | 21 years | - |
| Gain YTD | 16.696 | 16.891 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183B | 113M | 161,947% |
| Annual Yield % from dividends | 1.18 | 0.36 | 329% |
| Returns for 1 year | 24.74 | 16.83 | 147% |
| Returns for 3 years | 52.19 | 44.13 | 118% |
| Returns for 5 years | 35.21 | 24.01 | 147% |
| Returns for 10 years | 168.92 | 41.12 | 411% |
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