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VSMAX vs WHGMX
VSMAX vs WHGMX Comparison
Open Charts VSMAX vs WHGMX
Vanguard Small Cap Index Admiral Shares
Price$130.42
Change+$7.86 (+6.41%)
VolumeN/A
Net Assets162.31B
Westwood Quality SMidCap Fund Inst
Price$17.67
Change+$0.77 (+4.56%)
VolumeN/A
Net Assets104.86M
VSMAX vs WHGMX Comparison Chart in %
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VSMAX vs. WHGMX commentary
Feb 05, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. WHGMX (105M). VSMAX pays higher dividends than WHGMX: VSMAX (1.27) vs WHGMX (0.40). 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: 66.00 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 : 10.71 vs. WHGMX (8.81). VSMAX return over 5 years is better than : 31.93 vs. WHGMX (28.69).
| 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 | 5.535 | 8.140 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 105M | 154,286% |
| Annual Yield % from dividends | 1.27 | 0.40 | 322% |
| Returns for 1 year | 10.71 | 8.81 | 122% |
| Returns for 3 years | 33.11 | 31.59 | 105% |
| Returns for 5 years | 31.93 | 28.69 | 111% |
| Returns for 10 years | 186.87 | 48.23 | 387% |
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