Interact to see
Advertisement
Advertisement
VIVIX vs WHGLX
VIVIX vs WHGLX Comparison
Open Charts VIVIX vs WHGLX
Vanguard Value Index I
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
Westwood Quality Value Fund Inst
Price$14.04
Change+$0.10 (+0.72%)
VolumeN/A
Net Assets183.29M
VIVIX vs WHGLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VIVIX vs. WHGLX commentary
Jul 07, 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 VIVIX is a Buy and WHGLX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. WHGLX (183M). VIVIX pays higher dividends than WHGLX: VIVIX (2.19) vs WHGLX (1.32). VIVIX was incepted earlier than WHGLX: VIVIX (27 years) vs WHGLX (19 years). WHGLX (0.69) is less costly to investors than VIVIX (0.04). WHGLX is a more actively managed with annual turnover of: 42.00 vs. VIVIX (9.00). WHGLX has a lower initial minimum investment than VIVIX: WHGLX (100000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 12.05 vs. WHGLX (2.15). VIVIX return over 5 years is better than : 80.14 vs. WHGLX (31.02).
| VIVIX | WHGLX | VIVIX / WHGLX | |
| Total Expense Ratio | 0.04 | 0.62 | 6% |
| Annual Report Gross Expense Ratio | 0.04 | 0.69 | 6% |
| Fund Existence | 27 years | 19 years | - |
| Gain YTD | 6.215 | 4.154 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 189B | 183M | 103,279% |
| Annual Yield % from dividends | 2.19 | 1.32 | 166% |
| Returns for 1 year | 12.05 | 2.15 | 561% |
| Returns for 3 years | 35.17 | 22.78 | 154% |
| Returns for 5 years | 80.14 | 31.02 | 258% |
| Returns for 10 years | 115.68 | 32.97 | 351% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers