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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
Jul 14, 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: 189B vs. WHGSX (877M). VSMAX pays higher dividends than WHGSX: VSMAX (1.18) vs WHGSX (0.64). 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 : 23.38 vs. WHGSX (7.06). VSMAX return over 5 years is better than : 38.56 vs. WHGSX (9.92).
| 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 | 15.756 | 14.974 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 189B | 877M | 21,551% |
| Annual Yield % from dividends | 1.18 | 0.64 | 185% |
| Returns for 1 year | 23.38 | 7.06 | 331% |
| Returns for 3 years | 48.24 | 15.03 | 321% |
| Returns for 5 years | 38.56 | 9.92 | 389% |
| Returns for 10 years | 158.07 | 66.74 | 237% |
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