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VSTSX vs WTRCX
VSTSX vs WTRCX Comparison
Open Charts VSTSX vs WTRCX
Vanguard Total Stock Mkt Idx Instl Sel
Price$269.69
Change-$0.67 (-0.25%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Core Equity Fund
Price$13.46
Change-$0.02 (-0.15%)
VolumeN/A
CapitalizationN/A
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VSTSX vs WTRCX Comparison Chart
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VSTSX vs. WTRCX 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 VSTSX is a Buy and WTRCX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.72T vs. WTRCX (3.87B). VSTSX pays higher dividends than WTRCX: VSTSX (1.36) vs WTRCX (0.06). VSTSX was incepted earlier than WTRCX: VSTSX (8 years) vs WTRCX (32 years). WTRCX is a more actively managed with annual turnover of: 37.00 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 : 31.59 vs. WTRCX (16.92). VSTSX return over 5 years is better than : 85.77 vs. WTRCX (9.19).
| VSTSX | WTRCX | VSTSX / WTRCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 32 years | - |
| Gain YTD | 18.668 | 22.698 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000000 | 1000 | 500,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72T | 3.87B | 44,347% |
| Annual Yield % from dividends | 1.36 | 0.06 | 2,293% |
| Returns for 1 year | 31.59 | 16.92 | 187% |
| Returns for 3 years | 25.41 | -16.88 | -150% |
| Returns for 5 years | 85.77 | 9.19 | 933% |
| Returns for 10 years | N/A | 1.39 | - |
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