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DFSTX vs WHGMX
DFSTX vs WHGMX Comparison
Open Charts DFSTX vs WHGMX
Westwood Quality SMidCap Fund Inst
Price$17.67
Change+$0.77 (+4.56%)
VolumeN/A
Net Assets104.86M
DFSTX vs WHGMX Comparison Chart in %
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DFSTX vs. WHGMX commentary
Feb 05, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 18.1B vs. WHGMX (105M). DFSTX pays higher dividends than WHGMX: DFSTX (1.02) vs WHGMX (0.40). 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: 66.00 vs. DFSTX (5.00). 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 : 13.21 vs. WHGMX (8.81). DFSTX return over 5 years is better than : 38.07 vs. WHGMX (28.69).
| 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 | 6.752 | 8.140 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1B | 105M | 17,238% |
| Annual Yield % from dividends | 1.02 | 0.40 | 258% |
| Returns for 1 year | 13.21 | 8.81 | 150% |
| Returns for 3 years | 33.64 | 31.59 | 106% |
| Returns for 5 years | 38.07 | 28.69 | 133% |
| Returns for 10 years | 131.31 | 48.23 | 272% |
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