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VELIX vs VTSMX
VELIX vs VTSMX Comparison
Open Charts VELIX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
VELIX vs VTSMX Comparison Chart in %
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VELIX vs. VTSMX commentary
Jul 26, 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: 1.91T vs. VELIX (70.1M). VTSMX pays higher dividends than VELIX: VTSMX (1.12) 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: 62.00 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 : 17.23 vs. VELIX (3.47).
| 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 | 5.111 | 7.812 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.1M | 1.91T | 0% |
| Annual Yield % from dividends | 0.27 | 1.12 | 24% |
| Returns for 1 year | 3.47 | 17.23 | 20% |
| Returns for 3 years | 28.18 | 59.89 | 47% |
| Returns for 5 years | N/A | 92.66 | - |
| Returns for 10 years | N/A | 199.64 | - |
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