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VVIAX vs WHGQX
VVIAX vs WHGQX Comparison
Open Charts VVIAX vs WHGQX
Vanguard Value Index Adm
Price$64.39
Change+$0.63 (+0.99%)
VolumeN/A
Net Assets190.51B
Westwood Quality Value Ultra
Price$12.86
Change+$0.08 (+0.63%)
VolumeN/A
Net Assets173.55M
VVIAX vs WHGQX Comparison Chart
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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. WHGQX (174M). VVIAX pays higher dividends than WHGQX: VVIAX (2.26) vs WHGQX (1.42). VVIAX was incepted earlier than WHGQX: VVIAX (24 years) vs WHGQX (2 years). WHGQX (0.63) is less costly to investors than VVIAX (0.05). WHGQX is a more actively managed with annual turnover of: 42.00 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than WHGQX: VVIAX (3000) vs WHGQX (1000000). VVIAX annual gain was more profitable for investors over the last year : 2.69 vs. WHGQX (-5.32).
| VVIAX | WHGQX | VVIAX / WHGQX | |
| Total Expense Ratio | 0.05 | 0.55 | 9% |
| Annual Report Gross Expense Ratio | 0.05 | 0.63 | 8% |
| Fund Existence | 24 years | 2 years | - |
| Gain YTD | -4.092 | -4.840 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 191B | 174M | 109,770% |
| Annual Yield % from dividends | 2.26 | 1.42 | 159% |
| Returns for 1 year | 2.69 | -5.32 | -50% |
| Returns for 3 years | 11.95 | N/A | - |
| Returns for 5 years | 68.73 | N/A | - |
| Returns for 10 years | 90.34 | N/A | - |