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VSMAX vs WHGAX
VSMAX vs WHGAX Comparison
Open Charts VSMAX vs WHGAX
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
Westwood Quality SmallCap Fund A
Price$20.57
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets1.02B
VSMAX vs WHGAX Comparison Chart in %
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VSMAX vs. WHGAX commentary
Jul 07, 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 StrongBuy and WHGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. WHGAX (1.02B). VSMAX pays higher dividends than WHGAX: VSMAX (1.40) vs WHGAX (0.74). 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 : 12.25 vs. WHGAX (3.79). VSMAX return over 5 years is better than : 69.54 vs. WHGAX (56.63).
| 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 | 1.447 | 1.882 | 77% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 1.02B | 14,524% |
| Annual Yield % from dividends | 1.40 | 0.74 | 189% |
| Returns for 1 year | 12.25 | 3.79 | 323% |
| Returns for 3 years | 37.95 | 19.15 | 198% |
| Returns for 5 years | 69.54 | 56.63 | 123% |
| Returns for 10 years | 109.34 | N/A | - |