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VIVAX vs WHGQX
VIVAX vs WHGQX Comparison
Open Charts VIVAX vs WHGQX
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
Westwood Quality Value Ultra
Price$13.46
Change-$0.14 (-1.03%)
VolumeN/A
Net Assets176.42M
VIVAX vs WHGQX Comparison Chart
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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. WHGQX (176M). VIVAX pays higher dividends than WHGQX: VIVAX (2.16) vs WHGQX (1.43). 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 : 8.01 vs. WHGQX (-0.35).
| 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 | 2.419 | 0.223 | 1,083% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 189B | 176M | 107,386% |
| Annual Yield % from dividends | 2.16 | 1.43 | 151% |
| Returns for 1 year | 8.01 | -0.35 | -2,256% |
| Returns for 3 years | 32.20 | N/A | - |
| Returns for 5 years | 72.56 | N/A | - |
| Returns for 10 years | 103.54 | N/A | - |
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