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VIVAX vs WHGLX
VIVAX vs WHGLX Comparison
Open Charts VIVAX vs WHGLX
Vanguard Value Index I
Price$71.08
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets202.84B
Westwood Quality Value Fund Inst
Price$14.15
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets187.03M
VIVAX vs WHGLX Comparison Chart in %
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VIVAX vs. WHGLX commentary
Sep 09, 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: 203B vs. WHGLX (187M). VIVAX pays higher dividends than WHGLX: VIVAX (1.99) vs WHGLX (1.29). 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 : 7.74 vs. WHGLX (-0.62). VIVAX return over 5 years is better than : 70.18 vs. WHGLX (24.33).
| 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 | 7.845 | 5.045 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 203B | 187M | 108,556% |
| Annual Yield % from dividends | 1.99 | 1.29 | 155% |
| Returns for 1 year | 7.74 | -0.62 | -1,259% |
| Returns for 3 years | 36.63 | 20.91 | 175% |
| Returns for 5 years | 70.18 | 24.33 | 288% |
| Returns for 10 years | 131.64 | 42.24 | 312% |
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