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VIVAX vs WHGQX
VIVAX vs WHGQX Comparison
Open Charts VIVAX vs WHGQX
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
Westwood Quality Value Ultra
Price$14.10
Change+$0.06 (+0.43%)
VolumeN/A
Net Assets185.13M
VIVAX vs WHGQX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. WHGQX (185M). 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 : 9.76 vs. WHGQX (1.35).
| 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 | 6.724 | 4.989 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 195B | 185M | 105,405% |
| Annual Yield % from dividends | 2.06 | 1.39 | 148% |
| Returns for 1 year | 9.76 | 1.35 | 722% |
| Returns for 3 years | 34.31 | N/A | - |
| Returns for 5 years | 74.87 | N/A | - |
| Returns for 10 years | 116.32 | N/A | - |
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