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VSMAX vs WHGSX
VSMAX vs WHGSX Comparison
Open Charts VSMAX vs WHGSX
Vanguard Small Cap Index Adm
Price$106.46
Change-$1.66 (-1.54%)
VolumeN/A
CapitalizationN/A
Westwood Quality SmallCap Fund Inst
Price$20.98
Change-$0.33 (-1.55%)
VolumeN/A
CapitalizationN/A
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VSMAX vs WHGSX Comparison Chart
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VSMAX vs. WHGSX commentary
Sep 07, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. WHGSX (1.13B). VSMAX pays higher dividends than WHGSX: VSMAX (1.42) vs WHGSX (1.29). VSMAX was incepted earlier than WHGSX: VSMAX (24 years) vs WHGSX (17 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 : 14.27 vs. WHGSX (13.09). VSMAX return over 5 years is better than : 48.98 vs. WHGSX (38.12).
| VSMAX | WHGSX | VSMAX / WHGSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 5.987 | 4.002 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 1.13B | 13,244% |
| Annual Yield % from dividends | 1.42 | 1.29 | 110% |
| Returns for 1 year | 14.27 | 13.09 | 109% |
| Returns for 3 years | -0.35 | 2.97 | -12% |
| Returns for 5 years | 48.98 | 38.12 | 129% |
| Returns for 10 years | 103.49 | 59.74 | 173% |
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