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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
Sep 04, 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 (108M). VSMAX pays higher dividends than WHGMX: VSMAX (1.20) vs WHGMX (0.37). 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 : 18.17 vs. WHGMX (8.34). VSMAX return over 5 years is better than : 31.48 vs. WHGMX (16.37).
| 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 | 14.872 | 12.424 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183B | 108M | 169,444% |
| Annual Yield % from dividends | 1.20 | 0.37 | 321% |
| Returns for 1 year | 18.17 | 8.34 | 218% |
| Returns for 3 years | 47.27 | 34.37 | 138% |
| Returns for 5 years | 31.48 | 16.37 | 192% |
| Returns for 10 years | 148.83 | 28.92 | 515% |
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