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VVIAX vs WHGQX
VVIAX vs WHGQX Comparison
Open Charts VVIAX vs WHGQX
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
Westwood Quality Value Ultra
Price$14.00
Change+$0.10 (+0.72%)
VolumeN/A
Net Assets183.29M
VVIAX vs WHGQX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. WHGQX (183M). VVIAX pays higher dividends than WHGQX: VVIAX (2.18) vs WHGQX (1.39). VVIAX was incepted earlier than WHGQX: VVIAX (25 years) vs WHGQX (3 years). WHGQX (0.62) is less costly to investors than VVIAX (0.05). WHGQX is a more actively managed with annual turnover of: 42.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than WHGQX: VVIAX (3000) vs WHGQX (1000000). VVIAX annual gain was more profitable for investors over the last year : 12.03 vs. WHGQX (2.15).
| VVIAX | WHGQX | VVIAX / WHGQX | |
| Total Expense Ratio | 0.05 | 0.55 | 9% |
| Annual Report Gross Expense Ratio | 0.05 | 0.62 | 8% |
| Fund Existence | 25 years | 3 years | - |
| Gain YTD | 6.198 | 4.244 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 189B | 183M | 103,279% |
| Annual Yield % from dividends | 2.18 | 1.39 | 157% |
| Returns for 1 year | 12.03 | 2.15 | 559% |
| Returns for 3 years | 35.17 | N/A | - |
| Returns for 5 years | 80.13 | N/A | - |
| Returns for 10 years | 115.67 | N/A | - |
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