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VSMAX vs WHGSX
VSMAX vs WHGSX Comparison
Open Charts VSMAX vs WHGSX
Vanguard Small Cap Index Admiral Shares
Price$97.22
Change-$4.33 (-4.26%)
VolumeN/A
Net Assets143.36B
Westwood Quality SmallCap Fund Inst
Price$16.99
Change-$0.82 (-4.60%)
VolumeN/A
Net Assets910.97M
VSMAX vs WHGSX Comparison Chart
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VSMAX vs. WHGSX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. WHGSX (911M). VSMAX pays higher dividends than WHGSX: VSMAX (1.52) vs WHGSX (0.88). VSMAX was incepted earlier than WHGSX: VSMAX (24 years) vs WHGSX (18 years). WHGSX (1.05) is less costly to investors than VSMAX (0.05). WHGSX is a more actively managed with annual turnover of: 57.00 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 : -3.52 vs. WHGSX (-11.89). VSMAX return over 5 years is better than : 71.17 vs. WHGSX (45.56).
| VSMAX | WHGSX | VSMAX / WHGSX | |
| Total Expense Ratio | 0.05 | 0.92 | 5% |
| Annual Report Gross Expense Ratio | 0.05 | 1.05 | 5% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | -11.735 | -12.049 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 911M | 15,697% |
| Annual Yield % from dividends | 1.52 | 0.88 | 172% |
| Returns for 1 year | -3.52 | -11.89 | 30% |
| Returns for 3 years | 4.31 | -2.91 | -148% |
| Returns for 5 years | 71.17 | 45.56 | 156% |
| Returns for 10 years | 79.14 | 33.06 | 239% |