Interact to see
Advertisement
Advertisement
VSMAX vs WHGMX
VSMAX vs WHGMX Comparison
Open Charts VSMAX vs WHGMX
Vanguard Small Cap Index Admiral Shares
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
VSMAX vs WHGMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VSMAX 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 VSMAX is a Hold and WHGMX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. WHGMX (99.1M). VSMAX pays higher dividends than WHGMX: VSMAX (1.37) vs WHGMX (1.16). 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 (9.29) and VSMAX (9.17) have marching annual gain over last year. VSMAX return over 5 years is better than : 57.73 vs. WHGMX (45.85).
| 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 | 2.517 | 6.692 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 99.1M | 155,399% |
| Annual Yield % from dividends | 1.37 | 1.16 | 118% |
| Returns for 1 year | 9.17 | 9.29 | 99% |
| Returns for 3 years | 20.48 | 27.60 | 74% |
| Returns for 5 years | 57.73 | 45.85 | 126% |
| Returns for 10 years | 113.12 | 8.43 | 1,342% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| AFGPX | 18.96 | 0.11 | +0.58% |
| Alger International Opportunities B | |||
| PGRKX | 9.58 | 0.03 | +0.31% |
| Principal Global Real Estate Sec R3 | |||
| PHSWX | 10.04 | 0.01 | +0.10% |
| Parvin Hedged Equity Solari World | |||
| JLCFX | 74.09 | -0.10 | -0.13% |
| JHancock Fundamental Large Cap Core R4 | |||
| HFCSX | 49.76 | -0.50 | -0.99% |
| Hennessy Focus Investor | |||