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VSMAX vs WHGSX
VSMAX vs WHGSX Comparison
Open Charts VSMAX vs WHGSX
Vanguard Small Cap Index Admiral Shares
Price$113.58
Change+$1.56 (+1.39%)
VolumeN/A
Net Assets147.56B
Westwood Quality SmallCap Fund Inst
Price$19.83
Change+$0.25 (+1.28%)
VolumeN/A
Net Assets982.11M
VSMAX vs WHGSX Comparison Chart in %
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VSMAX vs. WHGSX commentary
Jun 27, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. WHGSX (982M). VSMAX pays higher dividends than WHGSX: VSMAX (1.48) vs WHGSX (0.88). 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 : 7.98 vs. WHGSX (-0.55). VSMAX return over 5 years is better than : 68.70 vs. WHGSX (55.31).
| 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 | -2.635 | -3.309 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 982M | 15,071% |
| Annual Yield % from dividends | 1.48 | 0.88 | 167% |
| Returns for 1 year | 7.98 | -0.55 | -1,455% |
| Returns for 3 years | 29.40 | 12.94 | 227% |
| Returns for 5 years | 68.70 | 55.31 | 124% |
| Returns for 10 years | 101.09 | 48.55 | 208% |
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