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VSMAX vs WHGAX
VSMAX vs WHGAX Comparison
Open Charts VSMAX vs WHGAX
Vanguard Small Cap Index Admiral Shares
Price$122.14
Change+$1.18 (+0.98%)
VolumeN/A
Net Assets161.26B
Westwood Quality SmallCap Fund A
Price$20.76
Change+$0.19 (+0.92%)
VolumeN/A
Net Assets994.79M
VSMAX vs WHGAX Comparison Chart in %
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VSMAX vs. WHGAX commentary
Sep 28, 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 VSMAX is a Buy and WHGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. WHGAX (995M). VSMAX pays higher dividends than WHGAX: VSMAX (1.31) vs WHGAX (0.69). VSMAX was incepted earlier than WHGAX: VSMAX (25 years) vs WHGAX (6 years). WHGAX (1.18) is less costly to investors than VSMAX (0.05). WHGAX is a more actively managed with annual turnover of: 57.00 vs. VSMAX (13.00). WHGAX has a lower initial minimum investment than VSMAX: WHGAX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 8.03 vs. WHGAX (-3.69). VSMAX return over 5 years is better than : 71.73 vs. WHGAX (57.39).
| VSMAX | WHGAX | VSMAX / WHGAX | |
| Total Expense Ratio | 0.05 | 1.04 | 5% |
| Annual Report Gross Expense Ratio | 0.05 | 1.18 | 4% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 6.240 | 2.823 | 221% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 995M | 16,181% |
| Annual Yield % from dividends | 1.31 | 0.69 | 189% |
| Returns for 1 year | 8.03 | -3.69 | -218% |
| Returns for 3 years | 50.82 | 28.56 | 178% |
| Returns for 5 years | 71.73 | 57.39 | 125% |
| Returns for 10 years | 148.94 | N/A | - |
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