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VSMAX vs WHGSX
VSMAX vs WHGSX Comparison
Open Charts VSMAX vs WHGSX
Vanguard Small Cap Index Admiral Shares
Price$122.50
Change-$1.24 (-1.00%)
VolumeN/A
Net Assets162.36B
Westwood Quality SmallCap Fund Inst
Price$20.51
Change-$0.20 (-0.97%)
VolumeN/A
Net Assets995.02M
VSMAX vs WHGSX Comparison Chart in %
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VSMAX vs. WHGSX commentary
Oct 08, 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 Buy and WHGSX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. WHGSX (995M). VSMAX pays higher dividends than WHGSX: VSMAX (1.34) vs WHGSX (0.81). VSMAX was incepted earlier than WHGSX: VSMAX (25 years) vs WHGSX (19 years). WHGSX (1.04) is less costly to investors than VSMAX (0.05). WHGSX is a more actively managed with annual turnover of: 57.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than WHGSX: VSMAX (3000) vs WHGSX (100000). VSMAX annual gain was more profitable for investors over the last year : 10.45 vs. WHGSX (-4.26). VSMAX return over 5 years is better than : 59.14 vs. WHGSX (43.36).
| VSMAX | WHGSX | VSMAX / WHGSX | |
| Total Expense Ratio | 0.05 | 0.90 | 6% |
| Annual Report Gross Expense Ratio | 0.05 | 1.04 | 5% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 7.706 | 2.272 | 339% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 995M | 16,281% |
| Annual Yield % from dividends | 1.34 | 0.81 | 166% |
| Returns for 1 year | 10.45 | -4.26 | -245% |
| Returns for 3 years | 48.67 | 25.63 | 190% |
| Returns for 5 years | 59.14 | 43.36 | 136% |
| Returns for 10 years | 134.44 | 61.79 | 218% |
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