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CWCFX vs VTSAX
CWCFX vs VTSAX Comparison
Open Charts CWCFX vs VTSAX
Christopher Weil & Co Core Investment
Price$18.25
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$140.09
Change-$0.04 (-0.03%)
VolumeN/A
CapitalizationN/A
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CWCFX vs VTSAX Comparison Chart
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CWCFX vs. VTSAX commentary
Oct 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 StrongBuy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.75T vs. CWCFX (69.8M). VTSAX pays higher dividends than CWCFX: VTSAX (1.35) vs CWCFX (0.10). CWCFX was incepted earlier than VTSAX: CWCFX (13 years) vs VTSAX (24 years). CWCFX is a more actively managed with annual turnover of: 77.68 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than CWCFX: VTSAX (3000) vs CWCFX (3500). VTSAX annual gain was more profitable for investors over the last year : 33.26 vs. CWCFX (18.94). VTSAX return over 5 years is better than : 90.67 vs. CWCFX (27.03).
| CWCFX | VTSAX | CWCFX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 13.213 | 21.417 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 3000 | 117% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.8M | 1.75T | 0% |
| Annual Yield % from dividends | 0.10 | 1.35 | 8% |
| Returns for 1 year | 18.94 | 33.26 | 57% |
| Returns for 3 years | -13.66 | 25.10 | -54% |
| Returns for 5 years | 27.03 | 90.67 | 30% |
| Returns for 10 years | 37.31 | 209.47 | 18% |
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