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DFSTX vs WHGMX
DFSTX vs WHGMX Comparison
Open Charts DFSTX vs WHGMX
Westwood Quality SMidCap Fund Inst
Price$16.72
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets100.43M
DFSTX vs WHGMX Comparison Chart in %
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DFSTX vs. WHGMX commentary
Dec 28, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17.5B vs. WHGMX (100M). 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). DFSTX annual gain was more profitable for investors over the last year : 8.22 vs. WHGMX (4.39). DFSTX return over 5 years is better than : 44.84 vs. WHGMX (26.75).
| 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 | 10.170 | 5.556 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5B | 100M | 17,500% |
| Annual Yield % from dividends | 1.05 | 1.12 | 93% |
| Returns for 1 year | 8.22 | 4.39 | 187% |
| Returns for 3 years | 42.48 | 34.32 | 124% |
| Returns for 5 years | 44.84 | 26.75 | 168% |
| Returns for 10 years | 93.81 | 21.65 | 433% |
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