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CWCFX vs VTSMX
CWCFX vs VTSMX Comparison
Open Charts CWCFX vs VTSMX
Christopher Weil & Co Core Investment
Price$18.26
Change+$0.01 (+0.05%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$140.10
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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CWCFX vs VTSMX Comparison Chart
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CWCFX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.75T vs. CWCFX (70.4M). VTSMX pays higher dividends than CWCFX: VTSMX (1.26) vs CWCFX (0.10). CWCFX was incepted earlier than VTSMX: CWCFX (13 years) vs VTSMX (32 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 : 33.24 vs. CWCFX (18.94). VTSMX return over 5 years is better than : 90.63 vs. CWCFX (27.03).
| CWCFX | VTSMX | CWCFX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 32 years | - |
| Gain YTD | 13.213 | 21.396 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 3000 | 117% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.4M | 1.75T | 0% |
| Annual Yield % from dividends | 0.10 | 1.26 | 8% |
| Returns for 1 year | 18.94 | 33.24 | 57% |
| Returns for 3 years | -13.66 | 25.08 | -54% |
| Returns for 5 years | 27.03 | 90.63 | 30% |
| Returns for 10 years | 37.31 | 208.72 | 18% |
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