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VRTIX vs WWSMX
VRTIX vs WWSMX Comparison
Open Charts VRTIX vs WWSMX
Vanguard Russell 2000 Index I
Price$376.57
Change-$1.13 (-0.30%)
VolumeN/A
Net Assets13.89B
Westwood Quality SMidCap Fund Ultra
Price$16.75
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets96.9M
VRTIX vs WWSMX Comparison Chart in %
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VRTIX vs. WWSMX 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 WWSMX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. WWSMX (96.9M). WWSMX pays higher dividends than VRTIX: WWSMX (1.48) vs VRTIX (1.18). VRTIX was incepted earlier than WWSMX: VRTIX (15 years) vs WWSMX (5 years). WWSMX (0.87) is less costly to investors than VRTIX (0.07). WWSMX is a more actively managed with annual turnover of: 73.00 vs. VRTIX (12.00). WWSMX has a lower initial minimum investment than VRTIX: WWSMX (1000000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 2.86 vs. WWSMX (-0.01). VRTIX return over 5 years is better than : 42.91 vs. WWSMX (34.42).
| VRTIX | WWSMX | VRTIX / WWSMX | |
| Total Expense Ratio | 0.07 | 0.70 | 10% |
| Annual Report Gross Expense Ratio | 0.07 | 0.87 | 8% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 10.359 | 5.946 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 96.9M | 14,345% |
| Annual Yield % from dividends | 1.18 | 1.48 | 80% |
| Returns for 1 year | 2.86 | -0.01 | -25,305% |
| Returns for 3 years | 31.84 | 29.14 | 109% |
| Returns for 5 years | 42.91 | 34.42 | 125% |
| Returns for 10 years | 123.36 | N/A | - |
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