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VSMPX vs WVALX
VSMPX vs WVALX Comparison
Open Charts VSMPX vs WVALX
Vanguard Total Stock Mkt Idx Instl Pls
Price$256.96
Change-$0.63 (-0.24%)
VolumeN/A
CapitalizationN/A
Weitz Large Cap Equity-Investor Cl
Price$58.41
Change-$0.41 (-0.70%)
VolumeN/A
CapitalizationN/A
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VSMPX vs WVALX Comparison Chart
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VSMPX vs. WVALX 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 WVALX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. WVALX (968M). VSMPX pays higher dividends than WVALX: VSMPX (1.36) vs WVALX (0.00). VSMPX was incepted earlier than WVALX: VSMPX (9 years) vs WVALX (38 years). WVALX has a lower initial minimum investment than VSMPX: WVALX (2500) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 25.90 vs. WVALX (13.68). VSMPX return over 5 years is better than : 83.02 vs. WVALX (27.87).
| VSMPX | WVALX | VSMPX / WVALX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 38 years | - |
| Gain YTD | 16.929 | 12.447 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 2500 | 4,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72T | 968M | 177,479% |
| Annual Yield % from dividends | 1.36 | 0.00 | - |
| Returns for 1 year | 25.90 | 13.68 | 189% |
| Returns for 3 years | 21.36 | -6.74 | -317% |
| Returns for 5 years | 83.02 | 27.87 | 298% |
| Returns for 10 years | N/A | 26.20 | - |
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