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VSMPX vs WFIVX
VSMPX vs WFIVX Comparison
Open Charts VSMPX vs WFIVX
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.87
Change+$1.44 (+0.53%)
VolumeN/A
CapitalizationN/A
FT Wilshire 5000 Index Invmt
Price$34.31
Change+$0.17 (+0.50%)
VolumeN/A
CapitalizationN/A
VSMPX vs WFIVX Comparison Chart
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VSMPX vs. WFIVX commentary
Nov 23, 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 StrongSell and WFIVX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.73T vs. WFIVX (291M). 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 (250000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 31.89 vs. WFIVX (29.28). VSMPX return over 5 years is better than : 88.25 vs. WFIVX (54.08).
| 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 | 25.111 | 25.173 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 250000 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.73T | 291M | 595,533% |
| Annual Yield % from dividends | 1.36 | 0.91 | 149% |
| Returns for 1 year | 31.89 | 29.28 | 109% |
| Returns for 3 years | 23.76 | 11.64 | 204% |
| Returns for 5 years | 88.25 | 54.08 | 163% |
| Returns for 10 years | N/A | 110.96 | - |
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