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VSMPX vs WTRCX
VSMPX vs WTRCX Comparison
Open Charts VSMPX vs WTRCX
Vanguard Total Stock Mkt Idx Instl Pls
Price$245.65
Change+$5.00 (+2.08%)
VolumeN/A
Net Assets1.7T
Macquarie Core Equity Fund
Price$10.97
Change+$0.14 (+1.29%)
VolumeN/A
Net Assets3.36B
VSMPX vs WTRCX Comparison Chart
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VSMPX vs. WTRCX 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 WTRCX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. WTRCX (3.36B). VSMPX pays higher dividends than WTRCX: VSMPX (1.37) vs WTRCX (0.00). VSMPX was incepted earlier than WTRCX: VSMPX (10 years) vs WTRCX (33 years). WTRCX (1.75) is less costly to investors than VSMPX (0.02). WTRCX is a more actively managed with annual turnover of: 35.00 vs. VSMPX (2.00). WTRCX has a lower initial minimum investment than VSMPX: WTRCX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 5.28 vs. WTRCX (-9.22). VSMPX return over 5 years is better than : 86.84 vs. WTRCX (1.88).
| VSMPX | WTRCX | VSMPX / WTRCX | |
| Total Expense Ratio | 0.02 | 1.74 | 1% |
| Annual Report Gross Expense Ratio | 0.02 | 1.75 | 1% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | -9.015 | -7.118 | 127% |
| 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 | 3.36B | 50,714% |
| Annual Yield % from dividends | 1.37 | 0.00 | - |
| Returns for 1 year | 5.28 | -9.22 | -57% |
| Returns for 3 years | 22.62 | -19.13 | -118% |
| Returns for 5 years | 86.84 | 1.88 | 4,609% |
| Returns for 10 years | N/A | -15.56 | - |
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