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VSMAX vs WHGSX
VSMAX vs WHGSX Comparison
Open Charts VSMAX vs WHGSX
Vanguard Small Cap Index Admiral Shares
Price$126.20
Change+$0.28 (+0.22%)
VolumeN/A
Net Assets163.34B
Westwood Quality SmallCap Fund Inst
Price$19.63
Change-$0.07 (-0.36%)
VolumeN/A
Net Assets942.32M
VSMAX vs WHGSX Comparison Chart in %
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VSMAX vs. WHGSX commentary
Dec 26, 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 WHGSX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 163B vs. WHGSX (942M). VSMAX pays higher dividends than WHGSX: VSMAX (1.32) vs WHGSX (0.82). 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 : 8.23 vs. WHGSX (-3.64). VSMAX return over 5 years is better than : 36.49 vs. WHGSX (16.45).
| 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 | 9.847 | -3.062 | -322% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 942M | 17,304% |
| Annual Yield % from dividends | 1.32 | 0.82 | 161% |
| Returns for 1 year | 8.23 | -3.64 | -226% |
| Returns for 3 years | 44.94 | 9.50 | 473% |
| Returns for 5 years | 36.49 | 16.45 | 222% |
| Returns for 10 years | 143.87 | 59.72 | 241% |