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VVIAX vs WHGLX
VVIAX vs WHGLX Comparison
Open Charts VVIAX vs WHGLX
Vanguard Value Index Adm
Price$72.97
Change-$0.18 (-0.25%)
VolumeN/A
Net Assets207.95B
Westwood Quality Value Fund Inst
Price$14.03
Change-$0.11 (-0.78%)
VolumeN/A
Net Assets182.92M
VVIAX vs WHGLX Comparison Chart in %
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VVIAX vs. WHGLX commentary
Nov 15, 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 VVIAX is a Buy and WHGLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. WHGLX (183M). VVIAX pays higher dividends than WHGLX: VVIAX (2.09) vs WHGLX (1.30). VVIAX was incepted earlier than WHGLX: VVIAX (25 years) vs WHGLX (19 years). WHGLX (0.69) is less costly to investors than VVIAX (0.05). WHGLX is a more actively managed with annual turnover of: 42.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than WHGLX: VVIAX (3000) vs WHGLX (100000). VVIAX annual gain was more profitable for investors over the last year : 5.48 vs. WHGLX (-6.51). VVIAX return over 5 years is better than : 64.69 vs. WHGLX (14.62).
| VVIAX | WHGLX | VVIAX / WHGLX | |
| Total Expense Ratio | 0.05 | 0.62 | 8% |
| Annual Report Gross Expense Ratio | 0.05 | 0.69 | 7% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 10.852 | 4.080 | 266% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 183M | 113,661% |
| Annual Yield % from dividends | 2.09 | 1.30 | 161% |
| Returns for 1 year | 5.48 | -6.51 | -84% |
| Returns for 3 years | 32.94 | 14.03 | 235% |
| Returns for 5 years | 64.69 | 14.62 | 442% |
| Returns for 10 years | 128.99 | 35.45 | 364% |
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