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DFSTX vs WHGMX
DFSTX vs WHGMX Comparison
Open Charts DFSTX vs WHGMX
Westwood Quality SMidCap Fund Inst
Price$16.87
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets98.12M
DFSTX vs WHGMX Comparison Chart in %
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DFSTX vs. WHGMX commentary
Oct 19, 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 Hold and WHGMX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.8B vs. WHGMX (98.1M). WHGMX (1.12) and DFSTX (1.07) have matching dividends . 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). DFSTX annual gain was more profitable for investors over the last year : 3.09 vs. WHGMX (2.79). DFSTX return over 5 years is better than : 62.62 vs. WHGMX (43.58).
| 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 | 4.893 | 6.503 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 98.1M | 17,125% |
| Annual Yield % from dividends | 1.07 | 1.12 | 95% |
| Returns for 1 year | 3.09 | 2.79 | 111% |
| Returns for 3 years | 34.06 | 41.83 | 81% |
| Returns for 5 years | 62.62 | 43.58 | 144% |
| Returns for 10 years | 73.60 | 13.59 | 541% |
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