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VRTIX vs WWSMX
VRTIX vs WWSMX Comparison
Open Charts VRTIX vs WWSMX
Vanguard Russell 2000 Index I
Price$406.50
Change+$27.42 (+7.23%)
VolumeN/A
Net Assets14.31B
Westwood Quality SMidCap Fund Ultra
Price$17.64
Change+$0.75 (+4.44%)
VolumeN/A
Net Assets105.49M
VRTIX vs WWSMX Comparison Chart in %
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VRTIX vs. WWSMX commentary
Feb 05, 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 WWSMX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. WWSMX (105M). VRTIX pays higher dividends than WWSMX: VRTIX (1.19) vs WWSMX (0.55). VRTIX was incepted earlier than WWSMX: VRTIX (15 years) vs WWSMX (6 years). WWSMX (0.87) is less costly to investors than VRTIX (0.07). WWSMX is a more actively managed with annual turnover of: 66.00 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 : 17.71 vs. WWSMX (9.01). WWSMX return over 5 years is better than : 29.99 vs. VRTIX (22.38).
| 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 | 6 years | - |
| Gain YTD | 6.757 | 8.221 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.3B | 105M | 13,619% |
| Annual Yield % from dividends | 1.19 | 0.55 | 218% |
| Returns for 1 year | 17.71 | 9.01 | 197% |
| Returns for 3 years | 35.16 | 32.43 | 108% |
| Returns for 5 years | 22.38 | 29.99 | 75% |
| Returns for 10 years | 180.76 | N/A | - |
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