Ad is loading...
VSMPX vs WSEFX
VSMPX vs WSEFX Comparison
Open Charts VSMPX vs WSEFX
Vanguard Total Stock Mkt Idx Instl Pls
Price$265.08
Change-$8.59 (-3.14%)
VolumeN/A
CapitalizationN/A
Boston Trust Walden Equity
Price$35.61
Change-$0.94 (-2.57%)
VolumeN/A
CapitalizationN/A
VSMPX vs WSEFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VSMPX vs. WSEFX commentary
Dec 19, 2024
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 (273M). 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 : 26.92 vs. WSEFX (8.80). VSMPX return over 5 years is better than : 84.20 vs. WSEFX (43.78).
| 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 | 26.405 | 8.095 | 326% |
| 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 | 273M | 672,527% |
| Annual Yield % from dividends | 1.36 | 0.64 | 211% |
| Returns for 1 year | 26.92 | 8.80 | 306% |
| Returns for 3 years | 27.92 | 6.84 | 408% |
| Returns for 5 years | 84.20 | 43.78 | 192% |
| Returns for 10 years | N/A | 111.36 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FSAAX | 16.24 | -0.04 | -0.25% |
| Fidelity Advisor Asset Manager 60% A | |||
| FAGNX | 45.26 | -0.37 | -0.81% |
| Fidelity Advisor Energy M | |||
| TSLAX | 6.41 | -0.08 | -1.23% |
| Transamerica Small Cap Value A | |||
| PCSVX | 17.85 | -0.25 | -1.38% |
| PACE Small/Medium Co Value Equity P | |||
| LRSYX | 21.81 | -2.07 | -8.65% |
| Lord Abbett Small Cap Value I | |||