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VSMAX vs WHGSX
VSMAX vs WHGSX Comparison
Open Charts VSMAX vs WHGSX
Vanguard Small Cap Index Admiral Shares
Price$121.32
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
Westwood Quality SmallCap Fund Inst
Price$20.00
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets943.92M
VSMAX vs WHGSX Comparison Chart in %
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VSMAX vs. WHGSX commentary
Oct 19, 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 WHGSX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. WHGSX (944M). VSMAX pays higher dividends than WHGSX: VSMAX (1.34) vs WHGSX (0.81). VSMAX was incepted earlier than WHGSX: VSMAX (25 years) vs WHGSX (19 years). WHGSX (1.04) is less costly to investors than VSMAX (0.05). WHGSX is a more actively managed with annual turnover of: 57.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than WHGSX: VSMAX (3000) vs WHGSX (100000). VSMAX annual gain was more profitable for investors over the last year : 4.95 vs. WHGSX (-10.41). VSMAX return over 5 years is better than : 55.46 vs. WHGSX (38.72).
| VSMAX | WHGSX | VSMAX / WHGSX | |
| Total Expense Ratio | 0.05 | 0.90 | 6% |
| Annual Report Gross Expense Ratio | 0.05 | 1.04 | 5% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 5.599 | -1.235 | -454% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 944M | 17,161% |
| Annual Yield % from dividends | 1.34 | 0.81 | 166% |
| Returns for 1 year | 4.95 | -10.41 | -47% |
| Returns for 3 years | 42.02 | 16.27 | 258% |
| Returns for 5 years | 55.46 | 38.72 | 143% |
| Returns for 10 years | 130.86 | 56.70 | 231% |
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