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VTSAX vs WVALX
VTSAX vs WVALX Comparison
Open Charts VTSAX vs WVALX
Vanguard Total Stock Mkt Idx Adm
Price$135.32
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
Weitz Large Cap Equity-Investor Cl
Price$50.27
Change-$0.24 (-0.48%)
VolumeN/A
Net Assets835.66M
VTSAX vs WVALX Comparison Chart
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VTSAX vs. WVALX commentary
May 11, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. WVALX (836M). VTSAX pays higher dividends than WVALX: VTSAX (1.36) 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: 20.00 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 : 7.95 vs. WVALX (-6.47). VTSAX return over 5 years is better than : 89.19 vs. WVALX (16.80).
| 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 | -4.018 | -4.393 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72T | 836M | 205,263% |
| Annual Yield % from dividends | 1.36 | 0.00 | - |
| Returns for 1 year | 7.95 | -6.47 | -123% |
| Returns for 3 years | 40.09 | 1.72 | 2,331% |
| Returns for 5 years | 89.19 | 16.80 | 531% |
| Returns for 10 years | 165.84 | 6.80 | 2,439% |
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