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VSMAX vs WHGSX
VSMAX vs WHGSX Comparison
Open Charts VSMAX vs WHGSX
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
Westwood Quality SmallCap Fund Inst
Price$22.48
Change-$0.18 (-0.79%)
VolumeN/A
CapitalizationN/A
VSMAX vs WHGSX Comparison Chart
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VSMAX vs. WHGSX commentary
Nov 18, 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 StrongBuy and WHGSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. WHGSX (1.15B). VSMAX pays higher dividends than WHGSX: VSMAX (1.42) vs WHGSX (1.29). VSMAX was incepted earlier than WHGSX: VSMAX (24 years) vs WHGSX (18 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 : 30.28 vs. WHGSX (18.12). VSMAX return over 5 years is better than : 55.62 vs. WHGSX (35.48).
| VSMAX | WHGSX | VSMAX / WHGSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 15.803 | 9.712 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 1.15B | 13,108% |
| Annual Yield % from dividends | 1.42 | 1.29 | 110% |
| Returns for 1 year | 30.28 | 18.12 | 167% |
| Returns for 3 years | 4.74 | 0.10 | 4,619% |
| Returns for 5 years | 55.62 | 35.48 | 157% |
| Returns for 10 years | 123.30 | 66.76 | 185% |