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VTSMX vs WFIVX
VTSMX vs WFIVX Comparison
Open Charts VTSMX vs WFIVX
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
FT Wilshire 5000 Index Invmt
Price$36.19
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets299.85M
VTSMX vs WFIVX Comparison Chart in %
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VTSMX vs. WFIVX commentary
Sep 08, 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 VTSMX is a Buy and WFIVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. WFIVX (300M). VTSMX pays higher dividends than WFIVX: VTSMX (1.07) vs WFIVX (0.71). VTSMX was incepted earlier than WFIVX: VTSMX (33 years) vs WFIVX (27 years). WFIVX (0.56) is less costly to investors than VTSMX (0.14). VTSMX (2.00) and WFIVX (2.00) have comparable annual turnover. WFIVX has a lower initial minimum investment than VTSMX: WFIVX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 18.03 vs. WFIVX (16.38). VTSMX return over 5 years is better than : 84.94 vs. WFIVX (53.04).
| VTSMX | WFIVX | VTSMX / WFIVX | |
| Total Expense Ratio | 0.14 | 0.56 | 25% |
| Annual Report Gross Expense Ratio | 0.14 | 0.56 | 25% |
| Fund Existence | 33 years | 27 years | - |
| Gain YTD | 10.330 | 10.605 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.95T | 300M | 651,000% |
| Annual Yield % from dividends | 1.07 | 0.71 | 150% |
| Returns for 1 year | 18.03 | 16.38 | 110% |
| Returns for 3 years | 63.63 | 52.37 | 121% |
| Returns for 5 years | 84.94 | 53.04 | 160% |
| Returns for 10 years | 224.15 | 132.13 | 170% |
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