Interact to see
Advertisement
Advertisement
VVIAX vs WHGLX
VVIAX vs WHGLX Comparison
Open Charts VVIAX vs WHGLX
Vanguard Value Index Adm
Price$70.32
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets195.81B
Westwood Quality Value Fund Inst
Price$14.02
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets184.07M
VVIAX vs WHGLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VVIAX vs. WHGLX commentary
Aug 19, 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 Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. WHGLX (184M). VVIAX pays higher dividends than WHGLX: VVIAX (2.18) 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 : 7.59 vs. WHGLX (-0.77). VVIAX return over 5 years is better than : 70.19 vs. WHGLX (23.87).
| 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 | 6.532 | 4.228 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 196B | 184M | 106,522% |
| Annual Yield % from dividends | 2.18 | 1.30 | 167% |
| Returns for 1 year | 7.59 | -0.77 | -987% |
| Returns for 3 years | 27.03 | 13.23 | 204% |
| Returns for 5 years | 70.19 | 23.87 | 294% |
| Returns for 10 years | 127.45 | 40.88 | 312% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement