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VSMAX vs WHGSX
VSMAX vs WHGSX Comparison
Open Charts VSMAX vs WHGSX
Vanguard Small Cap Index Admiral Shares
Price$121.03
Change-$0.45 (-0.37%)
VolumeN/A
Net Assets154.18B
Westwood Quality SmallCap Fund Inst
Price$21.26
Change-$0.11 (-0.51%)
VolumeN/A
Net Assets1.03B
VSMAX vs WHGSX Comparison Chart in %
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VSMAX vs. WHGSX commentary
Aug 30, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. WHGSX (1.03B). VSMAX pays higher dividends than WHGSX: VSMAX (1.37) vs WHGSX (0.83). VSMAX was incepted earlier than WHGSX: VSMAX (25 years) vs WHGSX (18 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 : 9.69 vs. WHGSX (-1.97). VSMAX return over 5 years is better than : 61.19 vs. WHGSX (47.06).
| 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 | 18 years | - |
| Gain YTD | 5.666 | 5.531 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 1.03B | 14,908% |
| Annual Yield % from dividends | 1.37 | 0.83 | 166% |
| Returns for 1 year | 9.69 | -1.97 | -492% |
| Returns for 3 years | 34.40 | 18.76 | 183% |
| Returns for 5 years | 61.19 | 47.06 | 130% |
| Returns for 10 years | 137.97 | 78.60 | 176% |
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