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VVIAX vs WHGQX
VVIAX vs WHGQX Comparison
Open Charts VVIAX vs WHGQX
Vanguard Value Index Adm
Price$71.19
Change-$0.24 (-0.34%)
VolumeN/A
Net Assets202.84B
Westwood Quality Value Ultra
Price$14.17
Change+$0.11 (+0.78%)
VolumeN/A
Net Assets185.15M
VVIAX vs WHGQX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 203B vs. WHGQX (185M). VVIAX pays higher dividends than WHGQX: VVIAX (2.10) vs WHGQX (1.36). 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 : 7.74 vs. WHGQX (-0.69).
| 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 | 7.850 | 5.063 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 203B | 185M | 109,730% |
| Annual Yield % from dividends | 2.10 | 1.36 | 155% |
| Returns for 1 year | 7.74 | -0.69 | -1,128% |
| Returns for 3 years | 36.61 | N/A | - |
| Returns for 5 years | 70.16 | N/A | - |
| Returns for 10 years | 131.61 | N/A | - |