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DFSTX vs WHGSX
DFSTX vs WHGSX Comparison
Open Charts DFSTX vs WHGSX
Westwood Quality SmallCap Fund Inst
Price$20.41
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets977.46M
DFSTX vs WHGSX Comparison Chart in %
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DFSTX vs. WHGSX commentary
Feb 04, 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 WHGSX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 18.1B vs. WHGSX (977M). DFSTX pays higher dividends than WHGSX: DFSTX (1.02) vs WHGSX (0.71). DFSTX was incepted earlier than WHGSX: DFSTX (34 years) vs WHGSX (19 years). WHGSX (1.04) is less costly to investors than DFSTX (0.28). WHGSX is a more actively managed with annual turnover of: 63.00 vs. DFSTX (5.00). DFSTX has a lower initial minimum investment than WHGSX: DFSTX (0) vs WHGSX (100000). DFSTX annual gain was more profitable for investors over the last year : 13.21 vs. WHGSX (0.23). DFSTX return over 5 years is better than : 38.07 vs. WHGSX (13.76).
| DFSTX | WHGSX | DFSTX / WHGSX | |
| Total Expense Ratio | 0.27 | 0.90 | 30% |
| Annual Report Gross Expense Ratio | 0.28 | 1.04 | 27% |
| Fund Existence | 34 years | 19 years | - |
| Gain YTD | 6.752 | 6.859 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1B | 977M | 1,853% |
| Annual Yield % from dividends | 1.02 | 0.71 | 144% |
| Returns for 1 year | 13.21 | 0.23 | 5,701% |
| Returns for 3 years | 33.64 | 4.73 | 712% |
| Returns for 5 years | 38.07 | 13.76 | 277% |
| Returns for 10 years | 131.31 | 93.13 | 141% |
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