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VSMAX vs WHGSX
VSMAX vs WHGSX Comparison
Open Charts VSMAX vs WHGSX
Vanguard Small Cap Index Admiral Shares
Price$114.81
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
Westwood Quality SmallCap Fund Inst
Price$19.91
Change-$0.40 (-1.97%)
VolumeN/A
Net Assets1.05B
VSMAX vs WHGSX Comparison Chart
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VSMAX vs. WHGSX 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 WHGSX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. WHGSX (1.05B). VSMAX pays higher dividends than WHGSX: VSMAX (1.42) vs WHGSX (1.29). VSMAX was incepted earlier than WHGSX: VSMAX (24 years) vs WHGSX (18 years). WHGSX is a more actively managed with annual turnover of: 58.00 vs. VSMAX (12.00). 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 : 14.26 vs. WHGSX (2.89). VSMAX return over 5 years is better than : 48.38 vs. WHGSX (24.40).
| VSMAX | WHGSX | VSMAX / WHGSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 2.388 | 1.037 | 230% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 1.05B | 15,319% |
| Annual Yield % from dividends | 1.42 | 1.29 | 110% |
| Returns for 1 year | 14.26 | 2.89 | 494% |
| Returns for 3 years | 22.07 | 6.21 | 355% |
| Returns for 5 years | 48.38 | 24.40 | 198% |
| Returns for 10 years | 111.34 | 56.99 | 195% |