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VFTAX vs VTSMX
VFTAX vs VTSMX Comparison
Open Charts VFTAX vs VTSMX
Vanguard FTSE Social Index Admiral
Price$55.83
Change-$0.89 (-1.57%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
VFTAX vs VTSMX Comparison Chart
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VFTAX vs. VTSMX commentary
Nov 18, 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 VFTAX is a StrongBuy and VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. VFTAX (21.5B). VTSMX pays higher dividends than VFTAX: VTSMX (1.26) vs VFTAX (1.04). VFTAX was incepted earlier than VTSMX: VFTAX (6 years) vs VTSMX (33 years). VFTAX is a more actively managed with annual turnover of: 5.00 vs. VTSMX (2.00). VFTAX (3000) and VTSMX (3000) have matching initial minimum investment requirements. VFTAX (31.19) and VTSMX (30.52) have marching annual gain over last year. VFTAX return over 5 years is better than : 91.12 vs. VTSMX (83.72).
| VFTAX | VTSMX | VFTAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | 23.712 | 22.392 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 1.73T | 1% |
| Annual Yield % from dividends | 1.04 | 1.26 | 82% |
| Returns for 1 year | 31.19 | 30.52 | 102% |
| Returns for 3 years | 21.17 | 19.91 | 106% |
| Returns for 5 years | 91.12 | 83.72 | 109% |
| Returns for 10 years | N/A | 186.07 | - |