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VSTSX vs WTRCX
VSTSX vs WTRCX Comparison
Open Charts VSTSX vs WTRCX
Vanguard Total Stock Mkt Idx Instl Sel
Price$257.84
Change+$5.26 (+2.08%)
VolumeN/A
Net Assets1.7T
Macquarie Core Equity Fund
Price$10.97
Change+$0.14 (+1.29%)
VolumeN/A
Net Assets3.36B
VSTSX vs WTRCX Comparison Chart
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VSTSX vs. WTRCX commentary
Apr 25, 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 WTRCX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.7T vs. WTRCX (3.36B). VSTSX pays higher dividends than WTRCX: VSTSX (1.37) vs WTRCX (0.00). VSTSX was incepted earlier than WTRCX: VSTSX (9 years) vs WTRCX (33 years). WTRCX (1.75) is less costly to investors than VSTSX (0.01). WTRCX is a more actively managed with annual turnover of: 35.00 vs. VSTSX (2.00). WTRCX has a lower initial minimum investment than VSTSX: WTRCX (1000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 5.29 vs. WTRCX (-9.22). VSTSX return over 5 years is better than : 86.89 vs. WTRCX (1.88).
| VSTSX | WTRCX | VSTSX / WTRCX | |
| Total Expense Ratio | 0.01 | 1.74 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.75 | 1% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | -9.017 | -7.118 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000000 | 1000 | 500,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7T | 3.36B | 50,714% |
| Annual Yield % from dividends | 1.37 | 0.00 | - |
| Returns for 1 year | 5.29 | -9.22 | -57% |
| Returns for 3 years | 22.65 | -19.13 | -118% |
| Returns for 5 years | 86.89 | 1.88 | 4,612% |
| Returns for 10 years | N/A | -15.56 | - |