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CWMAX vs VTSAX
CWMAX vs VTSAX Comparison
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CWMAX vs VTSAX Comparison Chart in %
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CWMAX vs. VTSAX commentary
Jun 21, 2026
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 CWMAX is a Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.31T vs. CWMAX (218B). CWMAX pays higher dividends than VTSAX: CWMAX (1.16) vs VTSAX (1.00). CWMAX was incepted earlier than VTSAX: CWMAX (24 years) vs VTSAX (26 years). CWMAX (0.59) is less costly to investors than VTSAX (0.04). CWMAX is a more actively managed with annual turnover of: 29.00 vs. VTSAX (3.00). CWMAX has a lower initial minimum investment than VTSAX: CWMAX (250) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 25.92 vs. CWMAX (8.22). VTSAX return over 5 years is better than : 71.55 vs. CWMAX (30.96).
| CWMAX | VTSAX | CWMAX / VTSAX | |
| Total Expense Ratio | 0.59 | 0.04 | 1,475% |
| Annual Report Gross Expense Ratio | 0.59 | 0.04 | 1,475% |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | 1.934 | 10.396 | 19% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 2.31T | 9% |
| Annual Yield % from dividends | 1.16 | 1.00 | 116% |
| Returns for 1 year | 8.22 | 25.92 | 32% |
| Returns for 3 years | 24.03 | 68.98 | 35% |
| Returns for 5 years | 30.96 | 71.55 | 43% |
| Returns for 10 years | 96.09 | 261.21 | 37% |
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