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VSCIX vs WHGMX
VSCIX vs WHGMX Comparison
Open Charts VSCIX vs WHGMX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
Westwood Quality SMidCap Fund Inst
Price$16.51
Change+$0.09 (+0.55%)
VolumeN/A
Net Assets97.27M
VSCIX vs WHGMX Comparison Chart in %
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VSCIX vs. WHGMX commentary
Jul 06, 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 StrongBuy and WHGMX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. WHGMX (97.3M). VSCIX pays higher dividends than WHGMX: VSCIX (1.41) vs WHGMX (1.19). 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 (12.26) and WHGMX (11.92) have marching annual gain over last year. VSCIX return over 5 years is better than : 69.54 vs. WHGMX (57.13).
| 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 | 1.448 | 4.230 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 97.3M | 152,107% |
| Annual Yield % from dividends | 1.41 | 1.19 | 118% |
| Returns for 1 year | 12.26 | 11.92 | 103% |
| Returns for 3 years | 37.94 | 39.84 | 95% |
| Returns for 5 years | 69.54 | 57.13 | 122% |
| Returns for 10 years | 109.37 | 3.82 | 2,864% |