Compare predictions VGTSX vs WLIVX
VGTSX vs WLIVX Comparison
Open Charts VGTSX vs WLIVX
Vanguard Total Intl Stock Index I
Price$17.11
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
WCM Focused International Value Investor
Price$11.76
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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VGTSX vs WLIVX Comparison Chart
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VGTSX vs. WLIVX commentary
Sep 30, 2023
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 VGTSX is a Sell and WLIVX is a Buy.
FUNDAMENTALS
Fundamentals
VGTSX has more cash in the bank: 56.4B vs. WLIVX (10.4M). VGTSX pays higher dividends than WLIVX: VGTSX (2.87) vs WLIVX (0.30). VGTSX was incepted earlier than WLIVX: VGTSX (27 years) vs WLIVX (3 years). WLIVX (2.88) is less costly to investors than VGTSX (0.17). WLIVX is a more actively managed with annual turnover of: 43.00 vs. VGTSX (5.00). VGTSX has a lower initial minimum investment than WLIVX: VGTSX (0) vs WLIVX (1000). WLIVX annual gain was more profitable for investors over the last year : 16.92 vs. VGTSX (15.36).
| VGTSX | WLIVX | VGTSX / WLIVX | |
| Total Expense Ratio | 0.17 | 1.50 | 11% |
| Annual Report Gross Expense Ratio | 0.17 | 2.88 | 6% |
| Fund Existence | 27 years | 3 years | - |
| Gain YTD | 3.177 | 3.612 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | 3000 | N/A | - |
| Net Assets | 56.4B | 10.4M | 542,308% |
| Annual Yield % from dividends | 2.87 | 0.30 | 961% |
| Returns for 1 year | 15.36 | 16.92 | 91% |
| Returns for 3 years | 4.50 | 8.53 | 53% |
| Returns for 5 years | 2.16 | N/A | - |
| Returns for 10 years | 17.61 | N/A | - |