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VSMAX vs WHGSX
VSMAX vs WHGSX Comparison
Open Charts VSMAX vs WHGSX
Vanguard Small Cap Index Admiral Shares
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
Westwood Quality SmallCap Fund Inst
Price$19.30
Change-$0.30 (-1.53%)
VolumeN/A
Net Assets971.13M
VSMAX vs WHGSX Comparison Chart
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VSMAX vs. WHGSX commentary
Jun 16, 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: 148B vs. WHGSX (971M). VSMAX pays higher dividends than WHGSX: VSMAX (1.48) vs WHGSX (0.88). VSMAX was incepted earlier than WHGSX: VSMAX (25 years) vs WHGSX (18 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 : 5.22 vs. WHGSX (-2.46). VSMAX return over 5 years is better than : 63.38 vs. WHGSX (47.84).
| 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 | 18 years | - |
| Gain YTD | -4.364 | -4.691 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 971M | 15,242% |
| Annual Yield % from dividends | 1.48 | 0.88 | 167% |
| Returns for 1 year | 5.22 | -2.46 | -212% |
| Returns for 3 years | 31.37 | 12.77 | 246% |
| Returns for 5 years | 63.38 | 47.84 | 132% |
| Returns for 10 years | 93.38 | 43.00 | 217% |
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