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VSMPX vs WFIVX
VSMPX vs WFIVX Comparison
Open Charts VSMPX vs WFIVX
Vanguard Total Stock Mkt Idx Instl Pls
Price$274.52
Change+$1.35 (+0.49%)
VolumeN/A
Net Assets1.78T
FT Wilshire 5000 Index Invmt
Price$33.94
Change+$0.17 (+0.50%)
VolumeN/A
Net Assets293.17M
VSMPX vs WFIVX Comparison Chart
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VSMPX vs. WFIVX commentary
Jan 23, 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 VSMPX is a Hold and WFIVX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.78T vs. WFIVX (293M). VSMPX pays higher dividends than WFIVX: VSMPX (1.36) vs WFIVX (0.91). VSMPX was incepted earlier than WFIVX: VSMPX (10 years) vs WFIVX (26 years). WFIVX is a more actively managed with annual turnover of: 5.00 vs. VSMPX (2.00). WFIVX has a lower initial minimum investment than VSMPX: WFIVX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 24.48 vs. WFIVX (21.39). VSMPX return over 5 years is better than : 78.07 vs. WFIVX (46.84).
| VSMPX | WFIVX | VSMPX / WFIVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 3.247 | 2.231 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 1000 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.78T | 293M | 606,826% |
| Annual Yield % from dividends | 1.36 | 0.91 | 149% |
| Returns for 1 year | 24.48 | 21.39 | 114% |
| Returns for 3 years | 35.78 | 25.94 | 138% |
| Returns for 5 years | 78.07 | 46.84 | 167% |
| Returns for 10 years | N/A | 108.22 | - |
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