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VRTIX vs WHGCX
VRTIX vs WHGCX Comparison
Open Charts VRTIX vs WHGCX
Vanguard Russell 2000 Index I
Price$376.58
Change-$2.27 (-0.60%)
VolumeN/A
Net Assets13.58B
Westwood Quality SmallCap Fund C
Price$19.53
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets943.92M
VRTIX vs WHGCX Comparison Chart in %
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VRTIX vs. WHGCX commentary
Oct 19, 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 WHGCX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. WHGCX (944M). VRTIX pays higher dividends than WHGCX: VRTIX (1.20) vs WHGCX (0.25). 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 (12.00). 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 : 7.92 vs. WHGCX (-11.31). VRTIX return over 5 years is better than : 52.70 vs. WHGCX (32.50).
| 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 | 10.362 | -1.909 | -543% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.6B | 944M | 1,441% |
| Annual Yield % from dividends | 1.20 | 0.25 | 477% |
| Returns for 1 year | 7.92 | -11.31 | -70% |
| Returns for 3 years | 41.48 | 13.02 | 318% |
| Returns for 5 years | 52.70 | 32.50 | 162% |
| Returns for 10 years | 120.39 | N/A | - |
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