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VSCIX vs WHGMX
VSCIX vs WHGMX Comparison
Open Charts VSCIX vs WHGMX
Vanguard Small Cap Index I
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
Westwood Quality SMidCap Fund Inst
Price$16.90
Change-$0.20 (-1.17%)
VolumeN/A
Net Assets99.12M
VSCIX vs WHGMX Comparison Chart in %
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VSCIX vs. WHGMX commentary
Aug 17, 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: 154B vs. WHGMX (99.1M). VSCIX pays higher dividends than WHGMX: VSCIX (1.38) vs WHGMX (1.16). 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 (9.29) and VSCIX (9.18) have marching annual gain over last year. VSCIX return over 5 years is better than : 57.74 vs. WHGMX (45.85).
| 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 | 2.527 | 6.692 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 99.1M | 155,399% |
| Annual Yield % from dividends | 1.38 | 1.16 | 119% |
| Returns for 1 year | 9.18 | 9.29 | 99% |
| Returns for 3 years | 20.49 | 27.60 | 74% |
| Returns for 5 years | 57.74 | 45.85 | 126% |
| Returns for 10 years | 113.17 | 8.43 | 1,343% |
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