VSMAX
Price
$141.51
Change
+$1.12 (+0.80%)
Updated
Jun 2 closing price
Net Assets
177.42B
WHGSX
Price
$20.90
Change
+$0.21 (+1.01%)
Updated
Jun 2 closing price
Net Assets
847.75M
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VSMAX vs WHGSX

Header iconVSMAX vs WHGSX Comparison
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VSMAX vs WHGSX Comparison Chart in %
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VS
VSMAX vs. WHGSX commentary
Jun 04, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 177B vs. WHGSX (848M). VSMAX pays higher dividends than WHGSX: VSMAX (1.19) vs WHGSX (0.69). 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 : 28.97 vs. WHGSX (10.78). VSMAX return over 5 years is better than : 33.53 vs. WHGSX (-2.00).
VSMAXWHGSXVSMAX / WHGSX
Total Expense Ratio0.050.925%
Annual Report Gross Expense Ratio0.051.065%
Fund Existence26 years19 years-
Gain YTD13.7058.325165%
Front LoadN/AN/A-
Min. Initial Investment30001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets177B848M20,873%
Annual Yield % from dividends1.190.69173%
Returns for 1 year28.9710.78269%
Returns for 3 years54.9813.39411%
Returns for 5 years33.53-2.00-1,679%
Returns for 10 years161.2366.30243%
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