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VELIX vs VTSMX
VELIX vs VTSMX Comparison
Open Charts VELIX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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VELIX vs VTSMX Comparison Chart
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VELIX vs. VTSMX commentary
Sep 21, 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 VELIX is a StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. VELIX (71.7M). VTSMX pays higher dividends than VELIX: VTSMX (1.26) vs VELIX (0.03). VELIX was incepted earlier than VTSMX: VELIX (4 years) vs VTSMX (32 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 : 31.53 vs. VELIX (19.84).
| VELIX | VTSMX | VELIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 32 years | - |
| Gain YTD | 13.613 | 18.617 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.7M | 1.72T | 0% |
| Annual Yield % from dividends | 0.03 | 1.26 | 3% |
| Returns for 1 year | 19.84 | 31.53 | 63% |
| Returns for 3 years | 26.92 | 25.35 | 106% |
| Returns for 5 years | N/A | 85.64 | - |
| Returns for 10 years | N/A | 187.59 | - |
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