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VSMPX vs WCEAX
VSMPX vs WCEAX Comparison
Open Charts VSMPX vs WCEAX
Vanguard Total Stock Mkt Idx Instl Pls
Price$256.96
Change-$0.63 (-0.24%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Core Equity Fund
Price$18.72
Change-$0.04 (-0.21%)
VolumeN/A
CapitalizationN/A
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VSMPX vs WCEAX Comparison Chart
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VSMPX vs. WCEAX commentary
Sep 21, 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 VSMPX is a Buy and WCEAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. WCEAX (3.87B). VSMPX pays higher dividends than WCEAX: VSMPX (1.36) vs WCEAX (0.31). VSMPX was incepted earlier than WCEAX: VSMPX (9 years) vs WCEAX (24 years). WCEAX is a more actively managed with annual turnover of: 37.00 vs. VSMPX (2.00). WCEAX has a lower initial minimum investment than VSMPX: WCEAX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 25.90 vs. WCEAX (17.66). VSMPX return over 5 years is better than : 83.02 vs. WCEAX (26.67).
| VSMPX | WCEAX | VSMPX / WCEAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 16.929 | 21.344 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 1000 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72T | 3.87B | 44,347% |
| Annual Yield % from dividends | 1.36 | 0.31 | 437% |
| Returns for 1 year | 25.90 | 17.66 | 147% |
| Returns for 3 years | 21.36 | -8.97 | -238% |
| Returns for 5 years | 83.02 | 26.67 | 311% |
| Returns for 10 years | N/A | 24.94 | - |
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