Interact to see
Advertisement
Advertisement
VSCIX vs WHGMX
VSCIX vs WHGMX Comparison
Open Charts VSCIX vs WHGMX
Vanguard Small Cap Index I
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
Westwood Quality SMidCap Fund Inst
Price$15.62
Change-$0.22 (-1.39%)
VolumeN/A
Net Assets92.05M
VSCIX vs WHGMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VSCIX vs. WHGMX commentary
Jun 15, 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 Buy and WHGMX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. WHGMX (92M). VSCIX pays higher dividends than WHGMX: VSCIX (1.49) vs WHGMX (1.25). 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). WHGMX annual gain was more profitable for investors over the last year : 5.60 vs. VSCIX (5.22). VSCIX return over 5 years is better than : 63.40 vs. WHGMX (47.18).
| 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 | -4.355 | -1.389 | 314% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 92M | 160,870% |
| Annual Yield % from dividends | 1.49 | 1.25 | 119% |
| Returns for 1 year | 5.22 | 5.60 | 93% |
| Returns for 3 years | 31.38 | 31.97 | 98% |
| Returns for 5 years | 63.40 | 47.18 | 134% |
| Returns for 10 years | 93.42 | -4.41 | -2,120% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DRV | 25.39 | 0.78 | +3.17% |
| Direxion Daily Real Estate Bear 3X ETF | |||
| VGSH | 58.47 | -0.03 | -0.05% |
| Vanguard Short-Term Treasury ETF | |||
| BBAG | 45.64 | -0.12 | -0.26% |
| JPMorgan BetaBuilders US Aggt Bond ETF | |||
| EWZS | 12.90 | -0.13 | -1.00% |
| iShares MSCI Brazil Small-Cap ETF | |||
| GQRE | 59.36 | -0.65 | -1.08% |
| FlexShares Glbl Quality Real Estate ETF | |||