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VRTIX vs WWSMX
VRTIX vs WWSMX Comparison
Open Charts VRTIX vs WWSMX
Vanguard Russell 2000 Index I
Price$388.62
Change-$2.09 (-0.53%)
VolumeN/A
Net Assets14.25B
Westwood Quality SMidCap Fund Ultra
Price$16.71
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets100.4M
VRTIX vs WWSMX Comparison Chart in %
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VRTIX vs. WWSMX commentary
Dec 27, 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 WWSMX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. WWSMX (100M). WWSMX pays higher dividends than VRTIX: WWSMX (1.43) vs VRTIX (1.17). 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 (14.00). 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 : 11.46 vs. WWSMX (4.54). VRTIX (28.56) and WWSMX (27.98) have equivalent 5 years return.
| 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 | 13.890 | 5.693 | 244% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.3B | 100M | 14,300% |
| Annual Yield % from dividends | 1.17 | 1.43 | 82% |
| Returns for 1 year | 11.46 | 4.54 | 252% |
| Returns for 3 years | 46.71 | 35.06 | 133% |
| Returns for 5 years | 28.56 | 27.98 | 102% |
| Returns for 10 years | 128.00 | N/A | - |
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