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VIVAX vs WHGLX
VIVAX vs WHGLX Comparison
Open Charts VIVAX vs WHGLX
Vanguard Value Index I
Price$70.34
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets195.81B
Westwood Quality Value Fund Inst
Price$14.02
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets184.07M
VIVAX vs WHGLX Comparison Chart in %
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VIVAX vs. WHGLX commentary
Aug 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 VIVAX is a Buy and WHGLX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. WHGLX (184M). VIVAX pays higher dividends than WHGLX: VIVAX (2.06) vs WHGLX (1.30). VIVAX was incepted earlier than WHGLX: VIVAX (33 years) vs WHGLX (19 years). WHGLX (0.69) is less costly to investors than VIVAX (0.17). WHGLX is a more actively managed with annual turnover of: 42.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than WHGLX: VIVAX (3000) vs WHGLX (100000). VIVAX annual gain was more profitable for investors over the last year : 7.60 vs. WHGLX (-0.77). VIVAX return over 5 years is better than : 70.21 vs. WHGLX (23.87).
| VIVAX | WHGLX | VIVAX / WHGLX | |
| Total Expense Ratio | 0.17 | 0.62 | 27% |
| Annual Report Gross Expense Ratio | 0.17 | 0.69 | 25% |
| Fund Existence | 33 years | 19 years | - |
| Gain YTD | 6.527 | 4.228 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 196B | 184M | 106,522% |
| Annual Yield % from dividends | 2.06 | 1.30 | 158% |
| Returns for 1 year | 7.60 | -0.77 | -988% |
| Returns for 3 years | 27.03 | 13.23 | 204% |
| Returns for 5 years | 70.21 | 23.87 | 294% |
| Returns for 10 years | 127.48 | 40.88 | 312% |
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