VSMAX
Price
$146.06
Change
+$1.04 (+0.72%)
Updated
Aug 21 closing price
Net Assets
183.38B
WHGSX
Price
$21.99
Change
+$0.12 (+0.55%)
Updated
Aug 21 closing price
Net Assets
843.93M
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VSMAX vs WHGSX

VSMAX vs WHGSX Comparison Chart in %
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VS
VSMAX vs. WHGSX commentary
Aug 23, 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 Buy and WHGSX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 183B vs. WHGSX (844M). VSMAX pays higher dividends than WHGSX: VSMAX (1.21) vs WHGSX (0.65). 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 : 24.79 vs. WHGSX (7.62). VSMAX return over 5 years is better than : 42.24 vs. WHGSX (11.18).
VSMAXWHGSXVSMAX / WHGSX
Total Expense Ratio0.050.925%
Annual Report Gross Expense Ratio0.051.065%
Fund Existence26 years19 years-
Gain YTD18.38215.131121%
Front LoadN/AN/A-
Min. Initial Investment30001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets183B844M21,682%
Annual Yield % from dividends1.210.65186%
Returns for 1 year24.797.62325%
Returns for 3 years58.3018.87309%
Returns for 5 years42.2411.18378%
Returns for 10 years157.1362.30252%
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