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DFSTX vs WHGMX
DFSTX vs WHGMX Comparison
Open Charts DFSTX vs WHGMX
Westwood Quality SMidCap Fund Inst
Price$16.86
Change-$0.11 (-0.65%)
VolumeN/A
Net Assets98.66M
DFSTX vs WHGMX Comparison Chart in %
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DFSTX vs. WHGMX commentary
Dec 04, 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 DFSTX is a Buy and WHGMX is a Buy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17.1B vs. WHGMX (98.7M). WHGMX pays higher dividends than DFSTX: WHGMX (1.12) vs DFSTX (1.05). DFSTX was incepted earlier than WHGMX: DFSTX (34 years) vs WHGMX (20 years). WHGMX (1.07) is less costly to investors than DFSTX (0.28). WHGMX is a more actively managed with annual turnover of: 73.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than WHGMX: DFSTX (0) vs WHGMX (100000). WHGMX annual gain was more profitable for investors over the last year : -0.88 vs. DFSTX (-1.01). DFSTX return over 5 years is better than : 48.90 vs. WHGMX (31.32).
| DFSTX | WHGMX | DFSTX / WHGMX | |
| Total Expense Ratio | 0.27 | 0.90 | 30% |
| Annual Report Gross Expense Ratio | 0.28 | 1.07 | 26% |
| Fund Existence | 34 years | 20 years | - |
| Gain YTD | 7.490 | 7.702 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.1B | 98.7M | 17,325% |
| Annual Yield % from dividends | 1.05 | 1.12 | 93% |
| Returns for 1 year | -1.01 | -0.88 | 114% |
| Returns for 3 years | 25.41 | 29.09 | 87% |
| Returns for 5 years | 48.90 | 31.32 | 156% |
| Returns for 10 years | 74.83 | 13.52 | 553% |
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