Compare predictions VTIAX vs WLIVX
VTIAX vs WLIVX Comparison
Open Charts VTIAX vs WLIVX
Vanguard Total Intl Stock Index Admiral
Price$29.03
Change-$0.10 (-0.34%)
VolumeN/A
CapitalizationN/A
WCM Focused International Value Investor
Price$11.81
Change-$0.01 (-0.08%)
VolumeN/A
CapitalizationN/A
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VTIAX vs WLIVX Comparison Chart
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VTIAX vs. WLIVX commentary
Sep 26, 2023
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 VTIAX is a Hold and WLIVX is a Buy.
FUNDAMENTALS
Fundamentals
VTIAX has more cash in the bank: 56.9B vs. WLIVX (10.4M). VTIAX pays higher dividends than WLIVX: VTIAX (2.93) vs WLIVX (0.30). VTIAX was incepted earlier than WLIVX: VTIAX (13 years) vs WLIVX (3 years). WLIVX (2.88) is less costly to investors than VTIAX (0.11). WLIVX is a more actively managed with annual turnover of: 43.00 vs. VTIAX (5.00). WLIVX has a lower initial minimum investment than VTIAX: WLIVX (1000) vs VTIAX (3000). WLIVX annual gain was more profitable for investors over the last year : 17.77 vs. VTIAX (16.64).
| VTIAX | WLIVX | VTIAX / WLIVX | |
| Total Expense Ratio | 0.11 | 1.50 | 7% |
| Annual Report Gross Expense Ratio | 0.11 | 2.88 | 4% |
| Fund Existence | 13 years | 3 years | - |
| Gain YTD | 4.696 | 4.053 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.9B | 10.4M | 547,115% |
| Annual Yield % from dividends | 2.93 | 0.30 | 980% |
| Returns for 1 year | 16.64 | 17.77 | 94% |
| Returns for 3 years | 7.34 | 10.31 | 71% |
| Returns for 5 years | 2.95 | N/A | - |
| Returns for 10 years | 20.43 | N/A | - |
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