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VSMAX vs WHGMX
VSMAX vs WHGMX Comparison
Open Charts VSMAX vs WHGMX
Vanguard Small Cap Index Admiral Shares
Price$124.07
Change+$1.27 (+1.03%)
VolumeN/A
Net Assets161.58B
Westwood Quality SMidCap Fund Inst
Price$16.86
Change-$0.11 (-0.65%)
VolumeN/A
Net Assets98.66M
VSMAX vs WHGMX Comparison Chart in %
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VSMAX vs. WHGMX commentary
Dec 04, 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: 162B vs. WHGMX (98.7M). VSMAX pays higher dividends than WHGMX: VSMAX (1.32) vs WHGMX (1.12). 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). VSMAX (-0.85) and WHGMX (-0.88) have marching annual gain over last year. VSMAX return over 5 years is better than : 41.14 vs. WHGMX (31.32).
| 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 | 7.123 | 7.702 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 98.7M | 164,134% |
| Annual Yield % from dividends | 1.32 | 1.12 | 118% |
| Returns for 1 year | -0.85 | -0.88 | 96% |
| Returns for 3 years | 32.17 | 29.09 | 111% |
| Returns for 5 years | 41.14 | 31.32 | 131% |
| Returns for 10 years | 132.03 | 13.52 | 976% |
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