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VSMAX vs WHGSX
VSMAX vs WHGSX Comparison
Open Charts VSMAX vs WHGSX
Vanguard Small Cap Index Admiral Shares
Price$109.34
Change-$0.38 (-0.35%)
VolumeN/A
Net Assets139.54B
Westwood Quality SmallCap Fund Inst
Price$18.88
Change-$0.09 (-0.47%)
VolumeN/A
Net Assets951.82M
VSMAX vs WHGSX Comparison Chart
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VSMAX vs. WHGSX commentary
Jun 01, 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 StrongBuy and WHGSX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. WHGSX (952M). 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 : 4.36 vs. WHGSX (-6.01). VSMAX return over 5 years is better than : 63.21 vs. WHGSX (46.81).
| 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 | -4.634 | -6.321 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 952M | 14,706% |
| Annual Yield % from dividends | 1.48 | 0.88 | 167% |
| Returns for 1 year | 4.36 | -6.01 | -72% |
| Returns for 3 years | 18.75 | 2.23 | 841% |
| Returns for 5 years | 63.21 | 46.81 | 135% |
| Returns for 10 years | 93.88 | 43.22 | 217% |
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