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VRTIX vs WHGAX
VRTIX vs WHGAX Comparison
Open Charts VRTIX vs WHGAX
Vanguard Russell 2000 Index I
Price$390.71
Change+$1.07 (+0.27%)
VolumeN/A
Net Assets14.25B
Westwood Quality SmallCap Fund A
Price$19.55
Change-$0.06 (-0.31%)
VolumeN/A
Net Assets942.32M
VRTIX vs WHGAX Comparison Chart in %
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VRTIX vs. WHGAX commentary
Dec 26, 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 Buy and WHGAX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. WHGAX (942M). VRTIX pays higher dividends than WHGAX: VRTIX (1.17) vs WHGAX (0.72). 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 (14.00). 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 : 13.07 vs. WHGAX (-3.76). VRTIX return over 5 years is better than : 29.26 vs. WHGAX (15.73).
| 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 | 14.503 | -3.170 | -458% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.3B | 942M | 1,518% |
| Annual Yield % from dividends | 1.17 | 0.72 | 163% |
| Returns for 1 year | 13.07 | -3.76 | -347% |
| Returns for 3 years | 46.54 | 9.02 | 516% |
| Returns for 5 years | 29.26 | 15.73 | 186% |
| Returns for 10 years | 130.53 | N/A | - |
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