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CWMAX vs VTSMX
CWMAX vs VTSMX Comparison
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CWMAX vs VTSMX Comparison Chart in %
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CWMAX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.34T vs. CWMAX (218B). CWMAX pays higher dividends than VTSMX: CWMAX (1.17) vs VTSMX (0.97). CWMAX was incepted earlier than VTSMX: CWMAX (25 years) vs VTSMX (34 years). CWMAX (0.58) is less costly to investors than VTSMX (0.06). CWMAX is a more actively managed with annual turnover of: 32.00 vs. VTSMX (3.00). VTSMX has a lower initial minimum investment than CWMAX: VTSMX (0) vs CWMAX (250). VTSMX annual gain was more profitable for investors over the last year : 14.27 vs. CWMAX (1.31). VTSMX return over 5 years is better than : 62.72 vs. CWMAX (27.37).
| CWMAX | VTSMX | CWMAX / VTSMX | |
| Total Expense Ratio | 0.58 | 0.06 | 967% |
| Annual Report Gross Expense Ratio | 0.58 | 0.06 | 967% |
| Fund Existence | 25 years | 34 years | - |
| Gain YTD | 3.247 | 10.760 | 30% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 2.34T | 9% |
| Annual Yield % from dividends | 1.17 | 0.97 | 121% |
| Returns for 1 year | 1.31 | 14.27 | 9% |
| Returns for 3 years | 27.66 | 68.43 | 40% |
| Returns for 5 years | 27.37 | 62.72 | 44% |
| Returns for 10 years | 95.60 | 249.35 | 38% |
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