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VIVAX vs WHGLX
VIVAX vs WHGLX Comparison
Open Charts VIVAX vs WHGLX
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
Westwood Quality Value Fund Inst
Price$14.15
Change+$0.06 (+0.43%)
VolumeN/A
Net Assets185.13M
VIVAX vs WHGLX Comparison Chart in %
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VIVAX vs. WHGLX commentary
Jul 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 VIVAX is a Buy and WHGLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. WHGLX (185M). VIVAX pays higher dividends than WHGLX: VIVAX (2.06) vs WHGLX (1.32). 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 : 9.76 vs. WHGLX (1.49). VIVAX return over 5 years is better than : 74.87 vs. WHGLX (27.92).
| 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 | 6.724 | 4.970 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 195B | 185M | 105,405% |
| Annual Yield % from dividends | 2.06 | 1.32 | 156% |
| Returns for 1 year | 9.76 | 1.49 | 654% |
| Returns for 3 years | 34.31 | 22.72 | 151% |
| Returns for 5 years | 74.87 | 27.92 | 268% |
| Returns for 10 years | 116.32 | 34.68 | 335% |
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