Ad is loading...
VSMPX vs WSEFX
VSMPX vs WSEFX Comparison
Open Charts VSMPX vs WSEFX
Vanguard Total Stock Mkt Idx Instl Pls
Price$253.89
Change-$0.15 (-0.06%)
VolumeN/A
Net Assets1.72T
Boston Trust Walden Equity
Price$33.61
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets232.95M
VSMPX vs WSEFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VSMPX vs. WSEFX commentary
May 12, 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 WSEFX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. WSEFX (233M). VSMPX pays higher dividends than WSEFX: VSMPX (1.37) vs WSEFX (0.63). VSMPX was incepted earlier than WSEFX: VSMPX (10 years) vs WSEFX (26 years). WSEFX (0.99) is less costly to investors than VSMPX (0.02). WSEFX is a more actively managed with annual turnover of: 6.14 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 : 7.97 vs. WSEFX (-5.18). VSMPX return over 5 years is better than : 89.26 vs. WSEFX (48.90).
| VSMPX | WSEFX | VSMPX / WSEFX | |
| Total Expense Ratio | 0.02 | 1.00 | 2% |
| Annual Report Gross Expense Ratio | 0.02 | 0.99 | 2% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | -4.010 | -5.907 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 100000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72T | 233M | 736,481% |
| Annual Yield % from dividends | 1.37 | 0.63 | 218% |
| Returns for 1 year | 7.97 | -5.18 | -154% |
| Returns for 3 years | 40.13 | 11.67 | 344% |
| Returns for 5 years | 89.26 | 48.90 | 183% |
| Returns for 10 years | 157.38 | 93.15 | 169% |
View a ticker or compare two or three
VS
VS
Ad is loading...