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VSMAX vs WWSYX
VSMAX vs WWSYX Comparison
Open Charts VSMAX vs WWSYX
Vanguard Small Cap Index Adm
Price$121.29
Change-$1.46 (-1.19%)
VolumeN/A
CapitalizationN/A
Westwood Quality SmallCap Fund Ultra
Price$23.06
Change-$0.34 (-1.45%)
VolumeN/A
CapitalizationN/A
VSMAX vs WWSYX Comparison Chart
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VSMAX vs. WWSYX commentary
Nov 13, 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 WWSYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. WWSYX (1.2B). VSMAX (1.42) and WWSYX (1.41) have matching dividends . VSMAX was incepted earlier than WWSYX: VSMAX (24 years) vs WWSYX (5 years). WWSYX is a more actively managed with annual turnover of: 58.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than WWSYX: VSMAX (3000) vs WWSYX (1000000). VSMAX annual gain was more profitable for investors over the last year : 38.75 vs. WWSYX (27.87).
| VSMAX | WWSYX | VSMAX / WWSYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 18.981 | 14.202 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 1.2B | 12,604% |
| Annual Yield % from dividends | 1.42 | 1.41 | 101% |
| Returns for 1 year | 38.75 | 27.87 | 139% |
| Returns for 3 years | 7.65 | 4.69 | 163% |
| Returns for 5 years | 60.94 | N/A | - |
| Returns for 10 years | 129.67 | N/A | - |
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