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VRTIX vs WHGAX
VRTIX vs WHGAX Comparison
Open Charts VRTIX vs WHGAX
Vanguard Russell 2000 Index I
Price$366.15
Change-$10.42 (-2.77%)
VolumeN/A
Net Assets13.89B
Westwood Quality SmallCap Fund A
Price$19.81
Change-$0.26 (-1.30%)
VolumeN/A
Net Assets943.35M
VRTIX vs WHGAX Comparison Chart in %
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VRTIX vs. WHGAX commentary
Nov 14, 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 VRTIX is a Hold and WHGAX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. WHGAX (943M). VRTIX pays higher dividends than WHGAX: VRTIX (1.18) vs WHGAX (0.74). VRTIX was incepted earlier than WHGAX: VRTIX (15 years) vs WHGAX (6 years). WHGAX (1.18) is less costly to investors than VRTIX (0.07). WHGAX is a more actively managed with annual turnover of: 57.00 vs. VRTIX (12.00). WHGAX has a lower initial minimum investment than VRTIX: WHGAX (1000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 2.86 vs. WHGAX (-11.88). VRTIX return over 5 years is better than : 42.91 vs. WHGAX (30.00).
| VRTIX | WHGAX | VRTIX / WHGAX | |
| Total Expense Ratio | 0.07 | 1.04 | 7% |
| Annual Report Gross Expense Ratio | 0.07 | 1.18 | 6% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 10.359 | -0.594 | -1,743% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 943M | 1,474% |
| Annual Yield % from dividends | 1.18 | 0.74 | 159% |
| Returns for 1 year | 2.86 | -11.88 | -24% |
| Returns for 3 years | 31.84 | 5.04 | 632% |
| Returns for 5 years | 42.91 | 30.00 | 143% |
| Returns for 10 years | 123.36 | N/A | - |
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