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VVIAX vs WHGLX
VVIAX vs WHGLX Comparison
Open Charts VVIAX vs WHGLX
Vanguard Value Index Adm
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
Westwood Quality Value Fund Inst
Price$14.15
Change+$0.06 (+0.43%)
VolumeN/A
Net Assets185.13M
VVIAX vs WHGLX Comparison Chart in %
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VVIAX vs. WHGLX commentary
Jul 28, 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: 195B vs. WHGLX (185M). VVIAX pays higher dividends than WHGLX: VVIAX (2.18) vs WHGLX (1.32). 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 : 9.75 vs. WHGLX (1.49). VVIAX return over 5 years is better than : 74.87 vs. WHGLX (27.92).
| 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 | 6.714 | 4.970 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 195B | 185M | 105,405% |
| Annual Yield % from dividends | 2.18 | 1.32 | 165% |
| Returns for 1 year | 9.75 | 1.49 | 654% |
| Returns for 3 years | 34.32 | 22.72 | 151% |
| Returns for 5 years | 74.87 | 27.92 | 268% |
| Returns for 10 years | 116.26 | 34.68 | 335% |
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