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VELIX vs VTSMX
VELIX vs VTSMX Comparison
Open Charts VELIX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$146.29
Change+$0.72 (+0.49%)
VolumeN/A
Net Assets1.78T
VELIX vs VTSMX Comparison Chart
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VELIX vs. VTSMX commentary
Jan 24, 2025
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 VELIX is a StrongBuy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. VELIX (73.1M). VTSMX pays higher dividends than VELIX: VTSMX (1.26) vs VELIX (0.03). VELIX was incepted earlier than VTSMX: VELIX (4 years) vs VTSMX (33 years). VELIX is a more actively managed with annual turnover of: 44.00 vs. VTSMX (2.00). VELIX has a lower initial minimum investment than VTSMX: VELIX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 24.81 vs. VELIX (8.84).
| VELIX | VTSMX | VELIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 33 years | - |
| Gain YTD | 3.127 | 3.752 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.1M | 1.78T | 0% |
| Annual Yield % from dividends | 0.03 | 1.26 | 3% |
| Returns for 1 year | 8.84 | 24.81 | 36% |
| Returns for 3 years | 19.97 | 36.40 | 55% |
| Returns for 5 years | N/A | 80.56 | - |
| Returns for 10 years | N/A | 194.81 | - |
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