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VRTIX vs WHGCX
VRTIX vs WHGCX Comparison
Open Charts VRTIX vs WHGCX
Vanguard Russell 2000 Index I
Price$406.87
Change+$2.85 (+0.71%)
VolumeN/A
Net Assets14.31B
Westwood Quality SmallCap Fund C
Price$19.93
Change+$0.14 (+0.71%)
VolumeN/A
Net Assets969.37M
VRTIX vs WHGCX Comparison Chart in %
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VRTIX vs. WHGCX commentary
Jan 16, 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 WHGCX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. WHGCX (969M). VRTIX pays higher dividends than WHGCX: VRTIX (1.25) vs WHGCX (0.00). VRTIX was incepted earlier than WHGCX: VRTIX (15 years) vs WHGCX (6 years). WHGCX (1.93) is less costly to investors than VRTIX (0.07). WHGCX is a more actively managed with annual turnover of: 57.00 vs. VRTIX (14.00). WHGCX has a lower initial minimum investment than VRTIX: WHGCX (1000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 19.93 vs. WHGCX (-1.29). VRTIX return over 5 years is better than : 27.09 vs. WHGCX (9.14).
| VRTIX | WHGCX | VRTIX / WHGCX | |
| Total Expense Ratio | 0.07 | 1.79 | 4% |
| Annual Report Gross Expense Ratio | 0.07 | 1.93 | 4% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 6.855 | 6.350 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.3B | 969M | 1,476% |
| Annual Yield % from dividends | 1.25 | 0.00 | - |
| Returns for 1 year | 19.93 | -1.29 | -1,548% |
| Returns for 3 years | 42.44 | 5.78 | 734% |
| Returns for 5 years | 27.09 | 9.14 | 296% |
| Returns for 10 years | 175.04 | N/A | - |
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