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VSCIX vs WHGMX
VSCIX vs WHGMX Comparison
Open Charts VSCIX vs WHGMX
Vanguard Small Cap Index I
Price$122.14
Change+$1.18 (+0.98%)
VolumeN/A
Net Assets161.26B
Westwood Quality SMidCap Fund Inst
Price$17.13
Change+$0.18 (+1.06%)
VolumeN/A
Net Assets99.34M
VSCIX vs WHGMX Comparison Chart in %
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VSCIX vs. WHGMX commentary
Sep 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 VSCIX is a Hold and WHGMX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 161B vs. WHGMX (99.3M). VSCIX pays higher dividends than WHGMX: VSCIX (1.32) vs WHGMX (1.12). VSCIX was incepted earlier than WHGMX: VSCIX (28 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: 73.00 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 : 8.04 vs. WHGMX (7.22). VSCIX return over 5 years is better than : 71.75 vs. WHGMX (58.14).
| VSCIX | WHGMX | VSCIX / WHGMX | |
| Total Expense Ratio | 0.04 | 0.90 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 1.07 | 4% |
| Fund Existence | 28 years | 20 years | - |
| Gain YTD | 6.250 | 8.144 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 99.3M | 162,135% |
| Annual Yield % from dividends | 1.32 | 1.12 | 118% |
| Returns for 1 year | 8.04 | 7.22 | 111% |
| Returns for 3 years | 50.85 | 52.23 | 97% |
| Returns for 5 years | 71.75 | 58.14 | 123% |
| Returns for 10 years | 149.00 | 22.56 | 660% |
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