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VSMPX vs WVALX
VSMPX vs WVALX Comparison
Open Charts VSMPX vs WVALX
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
Weitz Large Cap Equity-Investor Cl
Price$53.37
Change+$0.39 (+0.74%)
VolumeN/A
Net Assets864.68M
VSMPX vs WVALX Comparison Chart in %
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VSMPX vs. WVALX commentary
Jul 06, 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 WVALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. WVALX (865M). VSMPX pays higher dividends than WVALX: VSMPX (1.22) vs WVALX (0.00). VSMPX was incepted earlier than WVALX: VSMPX (10 years) vs WVALX (39 years). WVALX (1.03) is less costly to investors than VSMPX (0.02). WVALX is a more actively managed with annual turnover of: 31.00 vs. VSMPX (2.00). 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 : 13.90 vs. WVALX (-1.91). VSMPX return over 5 years is better than : 95.69 vs. WVALX (19.58).
| VSMPX | WVALX | VSMPX / WVALX | |
| Total Expense Ratio | 0.02 | 1.03 | 2% |
| Annual Report Gross Expense Ratio | 0.02 | 1.03 | 2% |
| Fund Existence | 10 years | 39 years | - |
| Gain YTD | 6.426 | 1.502 | 428% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 2500 | 4,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82T | 865M | 210,751% |
| Annual Yield % from dividends | 1.22 | 0.00 | - |
| Returns for 1 year | 13.90 | -1.91 | -727% |
| Returns for 3 years | 62.17 | 10.59 | 587% |
| Returns for 5 years | 95.69 | 19.58 | 489% |
| Returns for 10 years | 189.21 | 23.91 | 791% |
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