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VSMPX vs WFIVX
VSMPX vs WFIVX Comparison
Open Charts VSMPX vs WFIVX
Vanguard Total Stock Mkt Idx Instl Pls
Price$240.65
Change+$3.98 (+1.68%)
VolumeN/A
Net Assets1.7T
FT Wilshire 5000 Index Invmt
Price$29.83
Change+$0.50 (+1.70%)
VolumeN/A
Net Assets247.95M
VSMPX vs WFIVX Comparison Chart
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VSMPX vs. WFIVX commentary
Apr 25, 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: 1.7T vs. WFIVX (248M). VSMPX pays higher dividends than WFIVX: VSMPX (1.37) vs WFIVX (0.82). VSMPX was incepted earlier than WFIVX: VSMPX (10 years) vs WFIVX (26 years). WFIVX (0.60) is less costly to investors than VSMPX (0.02). 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 : 3.53 vs. WFIVX (1.96). VSMPX return over 5 years is better than : 83.75 vs. WFIVX (51.84).
| VSMPX | WFIVX | VSMPX / WFIVX | |
| Total Expense Ratio | 0.02 | 0.60 | 3% |
| Annual Report Gross Expense Ratio | 0.02 | 0.60 | 3% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | -10.520 | -10.361 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 1000 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7T | 248M | 687,097% |
| Annual Yield % from dividends | 1.37 | 0.82 | 166% |
| Returns for 1 year | 3.53 | 1.96 | 180% |
| Returns for 3 years | 21.38 | 13.32 | 161% |
| Returns for 5 years | 83.75 | 51.84 | 162% |
| Returns for 10 years | N/A | 75.92 | - |
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