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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
Jun 20, 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: 2.31T vs. CWMAX (218B). CWMAX pays higher dividends than VTSMX: CWMAX (1.16) vs VTSMX (0.93). CWMAX was incepted earlier than VTSMX: CWMAX (24 years) vs VTSMX (34 years). CWMAX (0.59) is less costly to investors than VTSMX (0.06). CWMAX is a more actively managed with annual turnover of: 29.00 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 : 25.93 vs. CWMAX (8.22). VTSMX return over 5 years is better than : 71.54 vs. CWMAX (30.96).
| CWMAX | VTSMX | CWMAX / VTSMX | |
| Total Expense Ratio | 0.59 | 0.06 | 983% |
| Annual Report Gross Expense Ratio | 0.59 | 0.06 | 983% |
| Fund Existence | 24 years | 34 years | - |
| Gain YTD | 1.934 | 10.391 | 19% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 2.31T | 9% |
| Annual Yield % from dividends | 1.16 | 0.93 | 125% |
| Returns for 1 year | 8.22 | 25.93 | 32% |
| Returns for 3 years | 24.03 | 68.98 | 35% |
| Returns for 5 years | 30.96 | 71.54 | 43% |
| Returns for 10 years | 96.09 | 260.49 | 37% |
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