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VELIX vs VTSMX
VELIX vs VTSMX Comparison
Open Charts VELIX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
VELIX vs VTSMX Comparison Chart
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VELIX vs. VTSMX commentary
Jun 14, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. VELIX (67.7M). VTSMX pays higher dividends than VELIX: VTSMX (1.18) vs VELIX (0.27). VELIX was incepted earlier than VTSMX: VELIX (5 years) vs VTSMX (33 years). VELIX (1.03) is less costly to investors than VTSMX (0.14). 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 : 11.36 vs. VELIX (3.11).
| VELIX | VTSMX | VELIX / VTSMX | |
| Total Expense Ratio | 1.03 | 0.14 | 736% |
| Annual Report Gross Expense Ratio | 1.03 | 0.14 | 736% |
| Fund Existence | 5 years | 33 years | - |
| Gain YTD | 2.766 | 2.548 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.7M | 1.82T | 0% |
| Annual Yield % from dividends | 0.27 | 1.18 | 23% |
| Returns for 1 year | 3.11 | 11.36 | 27% |
| Returns for 3 years | 27.18 | 59.46 | 46% |
| Returns for 5 years | N/A | 93.63 | - |
| Returns for 10 years | N/A | 182.22 | - |
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