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VTSAX vs VWELX
VTSAX vs VWELX Comparison
Open Charts VTSAX vs VWELX
Vanguard Total Stock Mkt Idx Adm
Price$148.01
Change+$0.34 (+0.23%)
VolumeN/A
Net Assets1.82T
Vanguard Wellington™ I
Price$45.21
Change+$0.19 (+0.42%)
VolumeN/A
Net Assets110.88B
VTSAX vs VWELX Comparison Chart in %
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VTSAX vs. VWELX commentary
Jul 01, 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 VTSAX is a Buy and VWELX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. VWELX (111B). VWELX pays higher dividends than VTSAX: VWELX (2.09) vs VTSAX (1.28). VTSAX was incepted earlier than VWELX: VTSAX (25 years) vs VWELX (96 years). VWELX (0.25) is less costly to investors than VTSAX (0.04). VWELX is a more actively managed with annual turnover of: 61.00 vs. VTSAX (2.00). VTSAX (3000) and VWELX (3000) have matching initial minimum investment requirements. VTSAX annual gain was more profitable for investors over the last year : 13.46 vs. VWELX (2.57). VTSAX return over 5 years is better than : 93.47 vs. VWELX (16.51).
| VTSAX | VWELX | VTSAX / VWELX | |
| Total Expense Ratio | 0.04 | 0.25 | 16% |
| Annual Report Gross Expense Ratio | 0.04 | 0.25 | 16% |
| Fund Existence | 25 years | 96 years | - |
| Gain YTD | 4.741 | 5.855 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82T | 111B | 1,642% |
| Annual Yield % from dividends | 1.28 | 2.09 | 61% |
| Returns for 1 year | 13.46 | 2.57 | 523% |
| Returns for 3 years | 59.56 | 15.82 | 376% |
| Returns for 5 years | 93.47 | 16.51 | 566% |
| Returns for 10 years | 192.98 | 28.33 | 681% |