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CWCFX vs VTSMX
CWCFX vs VTSMX Comparison
Open Charts CWCFX vs VTSMX
Christopher Weil & Co Core Investment
Price$18.15
Change-$0.13 (-0.71%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
CWCFX vs VTSMX Comparison Chart
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CWCFX vs. VTSMX 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 VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. CWCFX (68.5M). VTSMX pays higher dividends than CWCFX: VTSMX (1.26) vs CWCFX (0.10). CWCFX was incepted earlier than VTSMX: CWCFX (13 years) vs VTSMX (33 years). CWCFX is a more actively managed with annual turnover of: 77.68 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than CWCFX: VTSMX (3000) vs CWCFX (3500). VTSMX annual gain was more profitable for investors over the last year : 30.52 vs. CWCFX (19.22). VTSMX return over 5 years is better than : 83.72 vs. CWCFX (21.29).
| CWCFX | VTSMX | CWCFX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 33 years | - |
| Gain YTD | 12.593 | 22.392 | 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 | 1.26 | 8% |
| Returns for 1 year | 19.22 | 30.52 | 63% |
| Returns for 3 years | -18.30 | 19.91 | -92% |
| Returns for 5 years | 21.29 | 83.72 | 25% |
| Returns for 10 years | 26.16 | 186.07 | 14% |