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VRTIX vs WHGAX
VRTIX vs WHGAX Comparison
Open Charts VRTIX vs WHGAX
Vanguard Russell 2000 Index I
Price$406.50
Change+$27.42 (+7.23%)
VolumeN/A
Net Assets14.31B
Westwood Quality SmallCap Fund A
Price$20.35
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets977.46M
VRTIX vs WHGAX Comparison Chart in %
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VRTIX vs. WHGAX commentary
Feb 04, 2026
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: 14.3B vs. WHGAX (977M). VRTIX pays higher dividends than WHGAX: VRTIX (1.19) vs WHGAX (0.59). 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: 63.00 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 : 17.71 vs. WHGAX (0.10). VRTIX return over 5 years is better than : 22.38 vs. WHGAX (12.99).
| 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 | 6.757 | 6.880 | 98% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.3B | 977M | 1,464% |
| Annual Yield % from dividends | 1.19 | 0.59 | 201% |
| Returns for 1 year | 17.71 | 0.10 | 17,410% |
| Returns for 3 years | 35.16 | 4.28 | 822% |
| Returns for 5 years | 22.38 | 12.99 | 172% |
| Returns for 10 years | 180.76 | N/A | - |
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