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VVIAX vs WHGLX
VVIAX vs WHGLX Comparison
Open Charts VVIAX vs WHGLX
Vanguard Value Index Adm
Price$71.19
Change-$0.24 (-0.34%)
VolumeN/A
Net Assets202.84B
Westwood Quality Value Fund Inst
Price$14.16
Change-$0.05 (-0.35%)
VolumeN/A
Net Assets185.15M
VVIAX vs WHGLX Comparison Chart in %
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VVIAX vs. WHGLX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 203B vs. WHGLX (185M). VVIAX pays higher dividends than WHGLX: VVIAX (2.10) vs WHGLX (1.29). 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 : 7.74 vs. WHGLX (-0.62). VVIAX return over 5 years is better than : 70.16 vs. WHGLX (24.33).
| 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 | 7.850 | 5.045 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 203B | 185M | 109,730% |
| Annual Yield % from dividends | 2.10 | 1.29 | 163% |
| Returns for 1 year | 7.74 | -0.62 | -1,257% |
| Returns for 3 years | 36.61 | 20.91 | 175% |
| Returns for 5 years | 70.16 | 24.33 | 288% |
| Returns for 10 years | 131.61 | 42.24 | 312% |
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