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VSMPX vs WSEFX
VSMPX vs WSEFX Comparison
Open Charts VSMPX vs WSEFX
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.23
Change-$5.12 (-1.86%)
VolumeN/A
Net Assets1.84T
Boston Trust Walden Equity
Price$36.20
Change-$0.54 (-1.47%)
VolumeN/A
Net Assets263.48M
VSMPX vs WSEFX Comparison Chart
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VSMPX vs. WSEFX commentary
Feb 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 StrongBuy and WSEFX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.84T vs. WSEFX (263M). VSMPX pays higher dividends than WSEFX: VSMPX (1.36) vs WSEFX (0.64). VSMPX was incepted earlier than WSEFX: VSMPX (10 years) vs WSEFX (26 years). WSEFX is a more actively managed with annual turnover of: 6.69 vs. VSMPX (2.00). WSEFX has a lower initial minimum investment than VSMPX: WSEFX (100000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 17.62 vs. WSEFX (3.40). VSMPX return over 5 years is better than : 74.89 vs. WSEFX (38.52).
| VSMPX | WSEFX | VSMPX / WSEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 2.135 | 1.344 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 100000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84T | 263M | 698,479% |
| Annual Yield % from dividends | 1.36 | 0.64 | 211% |
| Returns for 1 year | 17.62 | 3.40 | 518% |
| Returns for 3 years | 36.83 | 12.99 | 284% |
| Returns for 5 years | 74.89 | 38.52 | 194% |
| Returns for 10 years | N/A | 106.39 | - |
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