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VTSAX vs WVALX
VTSAX vs WVALX Comparison
Open Charts VTSAX vs WVALX
Vanguard Total Stock Mkt Idx Adm
Price$161.49
Change+$1.03 (+0.64%)
VolumeN/A
Net Assets2.02T
Weitz Large Cap Equity-Investor Cl
Price$52.56
Change+$0.04 (+0.08%)
VolumeN/A
Net Assets826.33M
VTSAX vs WVALX Comparison Chart in %
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VTSAX vs. WVALX commentary
Oct 09, 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 WVALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.02T vs. WVALX (826M). VTSAX pays higher dividends than WVALX: VTSAX (1.13) vs WVALX (0.00). VTSAX was incepted earlier than WVALX: VTSAX (25 years) vs WVALX (39 years). WVALX (1.03) is less costly to investors than VTSAX (0.04). WVALX is a more actively managed with annual turnover of: 31.00 vs. VTSAX (2.00). WVALX has a lower initial minimum investment than VTSAX: WVALX (2500) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 16.78 vs. WVALX (-9.35). VTSAX return over 5 years is better than : 86.62 vs. WVALX (3.67).
| VTSAX | WVALX | VTSAX / WVALX | |
| Total Expense Ratio | 0.04 | 1.03 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 1.03 | 4% |
| Fund Existence | 25 years | 39 years | - |
| Gain YTD | 13.853 | -0.114 | -12,140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.02T | 826M | 244,189% |
| Annual Yield % from dividends | 1.13 | 0.00 | - |
| Returns for 1 year | 16.78 | -9.35 | -179% |
| Returns for 3 years | 81.24 | 15.71 | 517% |
| Returns for 5 years | 86.62 | 3.67 | 2,359% |
| Returns for 10 years | 230.25 | 25.86 | 890% |
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