Ad is loading...
VSTSX vs WVALX
VSTSX vs WVALX Comparison
Open Charts VSTSX vs WVALX
Vanguard Total Stock Mkt Idx Instl Sel
Price$248.07
Change+$0.58 (+0.23%)
VolumeN/A
Net Assets1.7T
Weitz Large Cap Equity-Investor Cl
Price$46.65
Change-$0.46 (-0.98%)
VolumeN/A
Net Assets789.34M
VSTSX vs WVALX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VSTSX 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 VSTSX is a Buy and WVALX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.7T vs. WVALX (789M). VSTSX pays higher dividends than WVALX: VSTSX (1.37) vs WVALX (0.00). VSTSX was incepted earlier than WVALX: VSTSX (9 years) vs WVALX (39 years). WVALX (1.03) is less costly to investors than VSTSX (0.01). WVALX is a more actively managed with annual turnover of: 20.00 vs. VSTSX (2.00). WVALX has a lower initial minimum investment than VSTSX: WVALX (2500) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 4.38 vs. WVALX (-10.23). VSTSX return over 5 years is better than : 81.07 vs. WVALX (12.81).
| VSTSX | WVALX | VSTSX / WVALX | |
| Total Expense Ratio | 0.01 | 1.03 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.03 | 1% |
| Fund Existence | 9 years | 39 years | - |
| Gain YTD | -10.850 | -10.403 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000000 | 2500 | 200,000,000% |
| 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 | 4.38 | -10.23 | -43% |
| Returns for 3 years | 17.61 | -13.97 | -126% |
| Returns for 5 years | 81.07 | 12.81 | 633% |
| Returns for 10 years | N/A | -0.42 | - |