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VSMAX vs WHGMX
VSMAX vs WHGMX Comparison
Open Charts VSMAX vs WHGMX
Vanguard Small Cap Index Admiral Shares
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
VSMAX vs WHGMX Comparison Chart
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VSMAX 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 VSMAX is a Buy and WHGMX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. WHGMX (92M). VSMAX pays higher dividends than WHGMX: VSMAX (1.48) vs WHGMX (1.25). VSMAX was incepted earlier than WHGMX: VSMAX (25 years) vs WHGMX (20 years). WHGMX (1.07) is less costly to investors than VSMAX (0.05). WHGMX is a more actively managed with annual turnover of: 73.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than WHGMX: VSMAX (3000) vs WHGMX (100000). WHGMX annual gain was more profitable for investors over the last year : 5.60 vs. VSMAX (5.22). VSMAX return over 5 years is better than : 63.38 vs. WHGMX (47.18).
| VSMAX | WHGMX | VSMAX / WHGMX | |
| Total Expense Ratio | 0.05 | 0.90 | 6% |
| Annual Report Gross Expense Ratio | 0.05 | 1.07 | 5% |
| Fund Existence | 25 years | 20 years | - |
| Gain YTD | -4.364 | -1.389 | 314% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 92M | 160,870% |
| Annual Yield % from dividends | 1.48 | 1.25 | 118% |
| Returns for 1 year | 5.22 | 5.60 | 93% |
| Returns for 3 years | 31.37 | 31.97 | 98% |
| Returns for 5 years | 63.38 | 47.18 | 134% |
| Returns for 10 years | 93.38 | -4.41 | -2,119% |
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