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VSMAX vs WHGSX
VSMAX vs WHGSX Comparison
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VSMAX vs WHGSX Comparison Chart in %
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VSMAX vs. WHGSX commentary
Sep 13, 2026
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: 185B vs. WHGSX (773M). VSMAX pays higher dividends than WHGSX: VSMAX (1.20) vs WHGSX (0.67). VSMAX was incepted earlier than WHGSX: VSMAX (26 years) vs WHGSX (19 years). WHGSX (1.06) is less costly to investors than VSMAX (0.05). WHGSX is a more actively managed with annual turnover of: 63.00 vs. VSMAX (17.00). 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 : 13.12 vs. WHGSX (-0.60). VSMAX return over 5 years is better than : 32.93 vs. WHGSX (6.89).
| VSMAX | WHGSX | VSMAX / WHGSX | |
| Total Expense Ratio | 0.05 | 0.92 | 5% |
| Annual Report Gross Expense Ratio | 0.05 | 1.06 | 5% |
| Fund Existence | 26 years | 19 years | - |
| Gain YTD | 13.032 | 10.209 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185B | 773M | 23,933% |
| Annual Yield % from dividends | 1.20 | 0.67 | 179% |
| Returns for 1 year | 13.12 | -0.60 | -2,197% |
| Returns for 3 years | 49.70 | 13.91 | 357% |
| Returns for 5 years | 32.93 | 6.89 | 478% |
| Returns for 10 years | 153.33 | 58.38 | 263% |
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