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VFFSX vs WTRCX
VFFSX vs WTRCX Comparison
Open Charts VFFSX vs WTRCX
Vanguard 500 Index Institutional Select
Price$277.16
Change-$0.14 (-0.05%)
VolumeN/A
Net Assets1.33T
Macquarie Core Equity Fund
Price$11.45
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets3.65B
VFFSX vs WTRCX Comparison Chart
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VFFSX vs. WTRCX commentary
May 11, 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 VFFSX is a Buy and WTRCX is a Buy.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.34T vs. WTRCX (3.65B). VFFSX pays higher dividends than WTRCX: VFFSX (1.37) vs WTRCX (0.00). VFFSX was incepted earlier than WTRCX: VFFSX (9 years) vs WTRCX (33 years). WTRCX (1.75) is less costly to investors than VFFSX (0.01). WTRCX is a more actively managed with annual turnover of: 35.00 vs. VFFSX (2.00). WTRCX has a lower initial minimum investment than VFFSX: WTRCX (1000) vs VFFSX (5000000000). VFFSX annual gain was more profitable for investors over the last year : 8.61 vs. WTRCX (-7.14). VFFSX return over 5 years is better than : 93.27 vs. WTRCX (5.05).
| VFFSX | WTRCX | VFFSX / WTRCX | |
| Total Expense Ratio | 0.01 | 1.74 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.75 | 1% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | -3.667 | -1.801 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000000 | 1000 | 500,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34T | 3.65B | 36,565% |
| Annual Yield % from dividends | 1.37 | 0.00 | - |
| Returns for 1 year | 8.61 | -7.14 | -121% |
| Returns for 3 years | 41.63 | -8.19 | -508% |
| Returns for 5 years | 93.27 | 5.05 | 1,847% |
| Returns for 10 years | N/A | -9.96 | - |
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