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VSMAX vs WHGSX
VSMAX vs WHGSX Comparison
Open Charts VSMAX vs WHGSX
Vanguard Small Cap Index Admiral Shares
Price$117.71
Change+$0.02 (+0.02%)
VolumeN/A
Net Assets161.58B
Westwood Quality SmallCap Fund Inst
Price$19.32
Change-$0.05 (-0.26%)
VolumeN/A
Net Assets905.05M
VSMAX vs WHGSX Comparison Chart in %
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VSMAX vs. WHGSX commentary
Nov 20, 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: 162B vs. WHGSX (905M). VSMAX pays higher dividends than WHGSX: VSMAX (1.34) vs WHGSX (0.85). 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 : -0.84 vs. WHGSX (-13.31). VSMAX return over 5 years is better than : 39.47 vs. WHGSX (24.40).
| 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 | 2.440 | -4.346 | -56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 905M | 17,901% |
| Annual Yield % from dividends | 1.34 | 0.85 | 158% |
| Returns for 1 year | -0.84 | -13.31 | 6% |
| Returns for 3 years | 30.09 | 2.20 | 1,368% |
| Returns for 5 years | 39.47 | 24.40 | 162% |
| Returns for 10 years | 122.69 | 51.87 | 237% |
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