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CWCFX vs VTSAX
CWCFX vs VTSAX Comparison
Open Charts CWCFX vs VTSAX
Christopher Weil & Co Core Investment
Price$18.15
Change-$0.13 (-0.71%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$141.29
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
CWCFX vs VTSAX Comparison Chart
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CWCFX vs. VTSAX 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 VTSAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.73T vs. CWCFX (68.5M). 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 : 30.54 vs. CWCFX (19.22). VTSAX return over 5 years is better than : 83.75 vs. CWCFX (21.29).
| 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 | 12.593 | 22.422 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 3000 | 117% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.5M | 1.73T | 0% |
| Annual Yield % from dividends | 0.10 | 1.35 | 8% |
| Returns for 1 year | 19.22 | 30.54 | 63% |
| Returns for 3 years | -18.30 | 19.92 | -92% |
| Returns for 5 years | 21.29 | 83.75 | 25% |
| Returns for 10 years | 26.16 | 186.74 | 14% |
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