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VIVIX vs WHGQX
VIVIX vs WHGQX Comparison
Open Charts VIVIX vs WHGQX
Vanguard Value Index I
Price$70.44
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
VIVIX vs WHGQX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. WHGQX (185M). VIVIX pays higher dividends than WHGQX: VIVIX (2.19) vs WHGQX (1.39). VIVIX was incepted earlier than WHGQX: VIVIX (27 years) vs WHGQX (3 years). WHGQX (0.62) is less costly to investors than VIVIX (0.04). WHGQX is a more actively managed with annual turnover of: 42.00 vs. VIVIX (9.00). WHGQX has a lower initial minimum investment than VIVIX: WHGQX (1000000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 9.75 vs. WHGQX (1.35).
| VIVIX | WHGQX | VIVIX / WHGQX | |
| Total Expense Ratio | 0.04 | 0.55 | 7% |
| Annual Report Gross Expense Ratio | 0.04 | 0.62 | 6% |
| Fund Existence | 27 years | 3 years | - |
| Gain YTD | 6.730 | 4.989 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 195B | 185M | 105,405% |
| Annual Yield % from dividends | 2.19 | 1.39 | 158% |
| Returns for 1 year | 9.75 | 1.35 | 721% |
| Returns for 3 years | 34.32 | N/A | - |
| Returns for 5 years | 74.87 | N/A | - |
| Returns for 10 years | 116.26 | N/A | - |
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