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VSMPX vs WTRCX
VSMPX vs WTRCX Comparison
Open Charts VSMPX vs WTRCX
Vanguard Total Stock Mkt Idx Instl Pls
Price$256.96
Change-$0.63 (-0.24%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Core Equity Fund
Price$13.46
Change-$0.02 (-0.15%)
VolumeN/A
CapitalizationN/A
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VSMPX vs WTRCX Comparison Chart
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VSMPX vs. WTRCX commentary
Sep 21, 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 Buy and WTRCX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. WTRCX (3.87B). VSMPX pays higher dividends than WTRCX: VSMPX (1.36) vs WTRCX (0.06). VSMPX was incepted earlier than WTRCX: VSMPX (9 years) vs WTRCX (32 years). WTRCX is a more actively managed with annual turnover of: 37.00 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 : 31.58 vs. WTRCX (16.92). VSMPX return over 5 years is better than : 85.73 vs. WTRCX (9.19).
| VSMPX | WTRCX | VSMPX / WTRCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 32 years | - |
| Gain YTD | 18.661 | 22.698 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 1000 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72T | 3.87B | 44,347% |
| Annual Yield % from dividends | 1.36 | 0.06 | 2,293% |
| Returns for 1 year | 31.58 | 16.92 | 187% |
| Returns for 3 years | 25.38 | -16.88 | -150% |
| Returns for 5 years | 85.73 | 9.19 | 933% |
| Returns for 10 years | N/A | 1.39 | - |
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