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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
Sep 19, 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: 2.34T vs. CWMAX (218B). CWMAX pays higher dividends than VTSAX: CWMAX (1.17) vs VTSAX (1.02). CWMAX was incepted earlier than VTSAX: CWMAX (25 years) vs VTSAX (26 years). CWMAX (0.58) is less costly to investors than VTSAX (0.04). CWMAX is a more actively managed with annual turnover of: 32.00 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 : 14.26 vs. CWMAX (1.31). VTSAX return over 5 years is better than : 62.73 vs. CWMAX (27.37).
| CWMAX | VTSAX | CWMAX / VTSAX | |
| Total Expense Ratio | 0.58 | 0.04 | 1,450% |
| Annual Report Gross Expense Ratio | 0.58 | 0.04 | 1,450% |
| Fund Existence | 25 years | 26 years | - |
| Gain YTD | 3.247 | 10.765 | 30% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 2.34T | 9% |
| Annual Yield % from dividends | 1.17 | 1.02 | 114% |
| Returns for 1 year | 1.31 | 14.26 | 9% |
| Returns for 3 years | 27.66 | 68.45 | 40% |
| Returns for 5 years | 27.37 | 62.73 | 44% |
| Returns for 10 years | 95.60 | 249.97 | 38% |
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