Ad is loading...
Ad is loading...
CWCFX vs VSTSX
CWCFX vs VSTSX Comparison
Open Charts CWCFX vs VSTSX
Christopher Weil & Co Core Investment
Price$18.15
Change-$0.13 (-0.71%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$278.21
Change-$3.68 (-1.31%)
VolumeN/A
CapitalizationN/A
CWCFX vs VSTSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWCFX vs. VSTSX commentary
Nov 18, 2024
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 CWCFX is a StrongSell and VSTSX is a StrongSell.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.73T vs. CWCFX (68.5M). VSTSX pays higher dividends than CWCFX: VSTSX (1.36) vs CWCFX (0.10). CWCFX was incepted earlier than VSTSX: CWCFX (13 years) vs VSTSX (8 years). CWCFX is a more actively managed with annual turnover of: 77.68 vs. VSTSX (2.00). CWCFX has a lower initial minimum investment than VSTSX: CWCFX (3500) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 30.56 vs. CWCFX (19.22). VSTSX return over 5 years is better than : 83.83 vs. CWCFX (21.29).
| CWCFX | VSTSX | CWCFX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 8 years | - |
| Gain YTD | 12.593 | 22.443 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.5M | 1.73T | 0% |
| Annual Yield % from dividends | 0.10 | 1.36 | 8% |
| Returns for 1 year | 19.22 | 30.56 | 63% |
| Returns for 3 years | -18.30 | 19.98 | -92% |
| Returns for 5 years | 21.29 | 83.83 | 25% |
| Returns for 10 years | 26.16 | N/A | - |