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VSMPX vs WSEFX
VSMPX vs WSEFX Comparison
Open Charts VSMPX vs WSEFX
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.52
Change+$2.52 (+0.94%)
VolumeN/A
Net Assets1.78T
Boston Trust Walden Equity
Price$36.38
Change+$0.30 (+0.83%)
VolumeN/A
Net Assets270.21M
VSMPX vs WSEFX Comparison Chart
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VSMPX vs. WSEFX commentary
Jan 19, 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 WSEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.78T vs. WSEFX (270M). 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 : 25.27 vs. WSEFX (7.71). VSMPX return over 5 years is better than : 76.14 vs. WSEFX (37.63).
| 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 | 2.245 | 1.848 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 100000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.78T | 270M | 658,519% |
| Annual Yield % from dividends | 1.36 | 0.64 | 211% |
| Returns for 1 year | 25.27 | 7.71 | 328% |
| Returns for 3 years | 29.00 | 8.12 | 357% |
| Returns for 5 years | 76.14 | 37.63 | 202% |
| Returns for 10 years | N/A | 116.21 | - |