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VFTAX vs VTSMX
VFTAX vs VTSMX Comparison
Open Charts VFTAX vs VTSMX
Vanguard FTSE Social Index Admiral
Price$55.23
Change-$0.48 (-0.86%)
VolumeN/A
Net Assets21.16B
Vanguard Total Stock Mkt Idx I
Price$138.67
Change-$0.89 (-0.64%)
VolumeN/A
Net Assets1.72T
VFTAX vs VTSMX Comparison Chart
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VFTAX vs. VTSMX commentary
May 25, 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 VFTAX is a StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. VFTAX (21.2B). VTSMX pays higher dividends than VFTAX: VTSMX (1.26) vs VFTAX (1.09). VFTAX was incepted earlier than VTSMX: VFTAX (6 years) vs VTSMX (33 years). VTSMX (0.14) is less costly to investors than VFTAX (0.13). VFTAX is a more actively managed with annual turnover of: 4.00 vs. VTSMX (2.00). VFTAX (3000) and VTSMX (3000) have matching initial minimum investment requirements. VFTAX annual gain was more profitable for investors over the last year : 10.97 vs. VTSMX (9.72). VFTAX (96.15) and VTSMX (91.66) have equivalent 5 years return.
| VFTAX | VTSMX | VFTAX / VTSMX | |
| Total Expense Ratio | 0.13 | 0.14 | 93% |
| Annual Report Gross Expense Ratio | 0.13 | 0.14 | 93% |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | -2.074 | -1.624 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.2B | 1.72T | 1% |
| Annual Yield % from dividends | 1.09 | 1.26 | 87% |
| Returns for 1 year | 10.97 | 9.72 | 113% |
| Returns for 3 years | 52.80 | 45.36 | 116% |
| Returns for 5 years | 96.15 | 91.66 | 105% |
| Returns for 10 years | N/A | 170.79 | - |
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