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VSMAX vs WHGSX
VSMAX vs WHGSX Comparison
Open Charts VSMAX vs WHGSX
Vanguard Small Cap Index Admiral Shares
Price$117.72
Change-$0.47 (-0.40%)
VolumeN/A
Net Assets153.28B
Westwood Quality SmallCap Fund Inst
Price$20.72
Change+$0.03 (+0.14%)
VolumeN/A
Net Assets1.01B
VSMAX vs WHGSX Comparison Chart in %
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VSMAX vs. WHGSX commentary
Jul 29, 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 StrongBuy and WHGSX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. WHGSX (1.01B). VSMAX pays higher dividends than WHGSX: VSMAX (1.40) vs WHGSX (0.84). 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 : 6.28 vs. WHGSX (-6.28). VSMAX return over 5 years is better than : 62.46 vs. WHGSX (49.43).
| 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 | 2.395 | 2.173 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 1.01B | 15,104% |
| Annual Yield % from dividends | 1.40 | 0.84 | 166% |
| Returns for 1 year | 6.28 | -6.28 | -100% |
| Returns for 3 years | 27.61 | 10.69 | 258% |
| Returns for 5 years | 62.46 | 49.43 | 126% |
| Returns for 10 years | 111.26 | 58.99 | 189% |
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