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VSCIX vs WHGMX
VSCIX vs WHGMX Comparison
Open Charts VSCIX vs WHGMX
Vanguard Small Cap Index I
Price$130.42
Change+$7.87 (+6.42%)
VolumeN/A
Net Assets162.31B
Westwood Quality SMidCap Fund Inst
Price$17.67
Change+$0.77 (+4.56%)
VolumeN/A
Net Assets104.86M
VSCIX vs WHGMX Comparison Chart in %
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VSCIX vs. WHGMX 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 VSCIX is a Hold and WHGMX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 162B vs. WHGMX (105M). VSCIX pays higher dividends than WHGMX: VSCIX (1.28) vs WHGMX (0.40). VSCIX was incepted earlier than WHGMX: VSCIX (29 years) vs WHGMX (20 years). WHGMX (1.07) is less costly to investors than VSCIX (0.04). WHGMX is a more actively managed with annual turnover of: 66.00 vs. VSCIX (13.00). WHGMX has a lower initial minimum investment than VSCIX: WHGMX (100000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 10.72 vs. WHGMX (8.81). VSCIX return over 5 years is better than : 31.94 vs. WHGMX (28.69).
| VSCIX | WHGMX | VSCIX / WHGMX | |
| Total Expense Ratio | 0.04 | 0.90 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 1.07 | 4% |
| Fund Existence | 29 years | 20 years | - |
| Gain YTD | 5.535 | 8.140 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 105M | 154,286% |
| Annual Yield % from dividends | 1.28 | 0.40 | 325% |
| Returns for 1 year | 10.72 | 8.81 | 122% |
| Returns for 3 years | 33.12 | 31.59 | 105% |
| Returns for 5 years | 31.94 | 28.69 | 111% |
| Returns for 10 years | 186.94 | 48.23 | 388% |
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