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VSMAX vs WHGSX
VSMAX vs WHGSX Comparison
Open Charts VSMAX vs WHGSX
Vanguard Small Cap Index Admiral Shares
Price$122.62
Change+$0.15 (+0.12%)
VolumeN/A
Net Assets161.26B
Westwood Quality SmallCap Fund Inst
Price$21.26
Change-$0.04 (-0.19%)
VolumeN/A
Net Assets1.03B
VSMAX vs WHGSX Comparison Chart in %
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VSMAX vs. WHGSX commentary
Sep 09, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. WHGSX (1.03B). VSMAX pays higher dividends than WHGSX: VSMAX (1.31) vs WHGSX (0.79). 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 : 15.56 vs. WHGSX (2.22). VSMAX return over 5 years is better than : 68.24 vs. WHGSX (51.88).
| 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 | 6.657 | 4.988 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 1.03B | 15,631% |
| Annual Yield % from dividends | 1.31 | 0.79 | 166% |
| Returns for 1 year | 15.56 | 2.22 | 701% |
| Returns for 3 years | 32.50 | 17.95 | 181% |
| Returns for 5 years | 68.24 | 51.88 | 132% |
| Returns for 10 years | 134.17 | 72.59 | 185% |
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