Interact to see
Advertisement
Advertisement
VSMAX vs WHGMX
VSMAX vs WHGMX Comparison
Open Charts VSMAX vs WHGMX
Vanguard Small Cap Index Admiral Shares
Price$122.14
Change+$1.18 (+0.98%)
VolumeN/A
Net Assets161.26B
Westwood Quality SMidCap Fund Inst
Price$17.13
Change+$0.18 (+1.06%)
VolumeN/A
Net Assets99.34M
VSMAX vs WHGMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VSMAX vs. WHGMX commentary
Sep 27, 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: 161B vs. WHGMX (99.3M). VSMAX pays higher dividends than WHGMX: VSMAX (1.31) 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 annual gain was more profitable for investors over the last year : 8.03 vs. WHGMX (7.22). VSMAX return over 5 years is better than : 71.73 vs. WHGMX (58.14).
| 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 | 6.240 | 8.144 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 99.3M | 162,135% |
| Annual Yield % from dividends | 1.31 | 1.12 | 117% |
| Returns for 1 year | 8.03 | 7.22 | 111% |
| Returns for 3 years | 50.82 | 52.23 | 97% |
| Returns for 5 years | 71.73 | 58.14 | 123% |
| Returns for 10 years | 148.94 | 22.56 | 660% |
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 % |
| HSMSX | 13.74 | 0.19 | +1.40% |
| Hartford Small Cap Value R4 | |||
| WAAEX | 39.07 | 0.31 | +0.80% |
| Wasatch Small Cap Growth Investor | |||
| HEQFX | 5.09 | 0.04 | +0.79% |
| Monteagle Opportunity Equity Inv | |||
| ACIIX | 9.00 | 0.07 | +0.78% |
| American Century Equity Income I | |||
| REFGX | 8.50 | -0.09 | -1.05% |
| Emerging Markets Equities Fund R-6 | |||