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VSTSX vs WSEFX
VSTSX vs WSEFX Comparison
Open Charts VSTSX vs WSEFX
Vanguard Total Stock Mkt Idx Instl Sel
Price$255.75
Change+$22.28 (+9.54%)
VolumeN/A
Net Assets1.7T
Boston Trust Walden Equity
Price$33.21
Change+$2.63 (+8.60%)
VolumeN/A
Net Assets218.09M
VSTSX vs WSEFX Comparison Chart
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VSTSX vs. WSEFX commentary
Apr 11, 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 VSTSX is a Buy and WSEFX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.7T vs. WSEFX (218M). VSTSX pays higher dividends than WSEFX: VSTSX (1.37) vs WSEFX (0.61). VSTSX was incepted earlier than WSEFX: VSTSX (9 years) vs WSEFX (26 years). WSEFX (0.99) is less costly to investors than VSTSX (0.01). WSEFX is a more actively managed with annual turnover of: 6.14 vs. VSTSX (2.00). WSEFX has a lower initial minimum investment than VSTSX: WSEFX (100000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : -5.40 vs. WSEFX (-13.68). VSTSX return over 5 years is better than : 75.55 vs. WSEFX (39.13).
| VSTSX | WSEFX | VSTSX / WSEFX | |
| Total Expense Ratio | 0.01 | 1.00 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 0.99 | 1% |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | -15.900 | -14.390 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000000 | 100000 | 5,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7T | 218M | 781,651% |
| Annual Yield % from dividends | 1.37 | 0.61 | 222% |
| Returns for 1 year | -5.40 | -13.68 | 39% |
| Returns for 3 years | 8.81 | -7.80 | -113% |
| Returns for 5 years | 75.55 | 39.13 | 193% |
| Returns for 10 years | N/A | 75.28 | - |
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