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TLWCX vs VTSMX
TLWCX vs VTSMX Comparison
Open Charts TLWCX vs VTSMX
Nuveen Large Cap Responsible Eq A
Price$21.45
Change-$0.13 (-0.60%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$145.82
Change-$0.72 (-0.49%)
VolumeN/A
CapitalizationN/A
TLWCX vs VTSMX Comparison Chart
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TLWCX vs. VTSMX commentary
Dec 19, 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 TLWCX is a StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. TLWCX (1.13B). VTSMX pays higher dividends than TLWCX: VTSMX (1.26) vs TLWCX (0.94). TLWCX was incepted earlier than VTSMX: TLWCX (9 years) vs VTSMX (33 years). TLWCX is a more actively managed with annual turnover of: 26.00 vs. VTSMX (2.00). TLWCX has a lower initial minimum investment than VTSMX: TLWCX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 26.90 vs. TLWCX (9.54). VTSMX return over 5 years is better than : 84.16 vs. TLWCX (54.70).
| TLWCX | VTSMX | TLWCX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 8.385 | 26.352 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 1.84T | 0% |
| Annual Yield % from dividends | 0.94 | 1.26 | 74% |
| Returns for 1 year | 9.54 | 26.90 | 35% |
| Returns for 3 years | 10.16 | 27.88 | 36% |
| Returns for 5 years | 54.70 | 84.16 | 65% |
| Returns for 10 years | N/A | 192.04 | - |