Interact to see
Advertisement
Advertisement
VIVAX vs WHGQX
VIVAX vs WHGQX Comparison
Open Charts VIVAX vs WHGQX
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
Westwood Quality Value Ultra
Price$14.00
Change+$0.10 (+0.72%)
VolumeN/A
Net Assets183.29M
VIVAX vs WHGQX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. WHGQX (183M). VIVAX pays higher dividends than WHGQX: VIVAX (2.06) vs WHGQX (1.39). VIVAX was incepted earlier than WHGQX: VIVAX (33 years) vs WHGQX (3 years). WHGQX (0.62) is less costly to investors than VIVAX (0.17). WHGQX is a more actively managed with annual turnover of: 42.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than WHGQX: VIVAX (3000) vs WHGQX (1000000). VIVAX annual gain was more profitable for investors over the last year : 12.04 vs. WHGQX (2.15).
| VIVAX | WHGQX | VIVAX / WHGQX | |
| Total Expense Ratio | 0.17 | 0.55 | 31% |
| Annual Report Gross Expense Ratio | 0.17 | 0.62 | 27% |
| Fund Existence | 33 years | 3 years | - |
| Gain YTD | 6.209 | 4.244 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 189B | 183M | 103,279% |
| Annual Yield % from dividends | 2.06 | 1.39 | 148% |
| Returns for 1 year | 12.04 | 2.15 | 559% |
| Returns for 3 years | 35.16 | N/A | - |
| Returns for 5 years | 80.14 | N/A | - |
| Returns for 10 years | 115.74 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers