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VSMPX vs WVALX
VSMPX vs WVALX Comparison
Open Charts VSMPX vs WVALX
Vanguard Total Stock Mkt Idx Instl Pls
Price$236.35
Change+$0.56 (+0.24%)
VolumeN/A
Net Assets1.7T
Weitz Large Cap Equity-Investor Cl
Price$46.65
Change-$0.46 (-0.98%)
VolumeN/A
Net Assets789.34M
VSMPX vs WVALX Comparison Chart
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VSMPX vs. WVALX commentary
Apr 18, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. WVALX (789M). VSMPX pays higher dividends than WVALX: VSMPX (1.37) 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: 20.00 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 : 4.36 vs. WVALX (-10.23). VSMPX return over 5 years is better than : 81.01 vs. WVALX (12.81).
| 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 | -10.853 | -10.403 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 2500 | 4,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7T | 789M | 215,970% |
| Annual Yield % from dividends | 1.37 | 0.00 | - |
| Returns for 1 year | 4.36 | -10.23 | -43% |
| Returns for 3 years | 17.57 | -13.97 | -126% |
| Returns for 5 years | 81.01 | 12.81 | 632% |
| Returns for 10 years | N/A | -0.42 | - |
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