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VSMAX vs WHGSX
VSMAX vs WHGSX Comparison
Open Charts VSMAX vs WHGSX
Vanguard Small Cap Index Admiral Shares
Price$115.19
Change-$0.19 (-0.16%)
VolumeN/A
Net Assets154.18B
Westwood Quality SmallCap Fund Inst
Price$20.06
Change-$0.10 (-0.50%)
VolumeN/A
Net Assets984.87M
VSMAX vs WHGSX Comparison Chart in %
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VSMAX vs. WHGSX commentary
Aug 08, 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: 154B vs. WHGSX (985M). 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 : 12.37 vs. WHGSX (-0.26). VSMAX return over 5 years is better than : 54.82 vs. WHGSX (40.76).
| 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 | 0.360 | -0.444 | -81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 985M | 15,635% |
| Annual Yield % from dividends | 1.37 | 0.83 | 166% |
| Returns for 1 year | 12.37 | -0.26 | -4,682% |
| Returns for 3 years | 22.81 | 8.47 | 269% |
| Returns for 5 years | 54.82 | 40.76 | 134% |
| Returns for 10 years | 108.10 | 55.58 | 194% |
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