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VVIAX vs WHGLX
VVIAX vs WHGLX Comparison
Open Charts VVIAX vs WHGLX
Vanguard Value Index Adm
Price$68.18
Change+$0.40 (+0.59%)
VolumeN/A
Net Assets188.77B
Westwood Quality Value Fund Inst
Price$13.65
Change+$0.06 (+0.44%)
VolumeN/A
Net Assets177.5M
VVIAX vs WHGLX Comparison Chart
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VVIAX vs. WHGLX commentary
Jun 13, 2025
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 VVIAX is a Buy and WHGLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. WHGLX (177M). VVIAX pays higher dividends than WHGLX: VVIAX (2.28) vs WHGLX (1.35). VVIAX was incepted earlier than WHGLX: VVIAX (25 years) vs WHGLX (19 years). WHGLX (0.69) is less costly to investors than VVIAX (0.05). WHGLX is a more actively managed with annual turnover of: 42.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than WHGLX: VVIAX (3000) vs WHGLX (100000). VVIAX annual gain was more profitable for investors over the last year : 8.53 vs. WHGLX (0.02). VVIAX return over 5 years is better than : 72.94 vs. WHGLX (25.72).
| VVIAX | WHGLX | VVIAX / WHGLX | |
| Total Expense Ratio | 0.05 | 0.62 | 8% |
| Annual Report Gross Expense Ratio | 0.05 | 0.69 | 7% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 2.663 | 0.816 | 326% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 189B | 177M | 106,780% |
| Annual Yield % from dividends | 2.28 | 1.35 | 168% |
| Returns for 1 year | 8.53 | 0.02 | 39,128% |
| Returns for 3 years | 31.54 | 20.66 | 153% |
| Returns for 5 years | 72.94 | 25.72 | 284% |
| Returns for 10 years | 105.16 | 28.18 | 373% |
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