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VSMPX vs WFIVX
VSMPX vs WFIVX Comparison
Open Charts VSMPX vs WFIVX
Vanguard Total Stock Mkt Idx Instl Pls
Price$269.55
Change+$2.84 (+1.06%)
VolumeN/A
Net Assets1.82T
FT Wilshire 5000 Index Invmt
Price$33.37
Change+$0.35 (+1.06%)
VolumeN/A
Net Assets277.51M
VSMPX vs WFIVX Comparison Chart
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VSMPX vs. WFIVX commentary
Jun 07, 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 Buy and WFIVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. WFIVX (278M). VSMPX pays higher dividends than WFIVX: VSMPX (1.29) vs WFIVX (0.78). VSMPX was incepted earlier than WFIVX: VSMPX (10 years) vs WFIVX (26 years). WFIVX (0.56) is less costly to investors than VSMPX (0.02). VSMPX (2.00) and WFIVX (2.00) have comparable annual turnover. 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 : 10.97 vs. WFIVX (9.32). VSMPX return over 5 years is better than : 81.02 vs. WFIVX (50.04).
| VSMPX | WFIVX | VSMPX / WFIVX | |
| Total Expense Ratio | 0.02 | 0.56 | 4% |
| Annual Report Gross Expense Ratio | 0.02 | 0.56 | 4% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 0.837 | 0.917 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 1000 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82T | 278M | 655,755% |
| Annual Yield % from dividends | 1.29 | 0.78 | 165% |
| Returns for 1 year | 10.97 | 9.32 | 118% |
| Returns for 3 years | 40.40 | 31.26 | 129% |
| Returns for 5 years | 81.02 | 50.04 | 162% |
| Returns for 10 years | 171.64 | 101.18 | 170% |
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