VTSMX
Price
$187.01
Change
+$1.18 (+0.63%)
Updated
Aug 13 closing price
Net Assets
2.29T
WFIVX
Price
$40.05
Change
+$0.25 (+0.63%)
Updated
Aug 13 closing price
Net Assets
318.83M
Interact to see
Advertisement

VTSMX vs WFIVX

VTSMX vs WFIVX Comparison Chart in %
View a ticker or compare two or three
VS
VTSMX vs. WFIVX commentary
Aug 14, 2026

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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.29T vs. WFIVX (319M). VTSMX pays higher dividends than WFIVX: VTSMX (0.99) vs WFIVX (0.59). VTSMX was incepted earlier than WFIVX: VTSMX (34 years) vs WFIVX (28 years). WFIVX (0.56) is less costly to investors than VTSMX (0.06). WFIVX is a more actively managed with annual turnover of: 5.00 vs. VTSMX (3.00). VTSMX has a lower initial minimum investment than WFIVX: VTSMX (0) vs WFIVX (1000). VTSMX annual gain was more profitable for investors over the last year : 20.32 vs. WFIVX (11.38). VTSMX return over 5 years is better than : 66.66 vs. WFIVX (37.99).
VTSMXWFIVXVTSMX / WFIVX
Total Expense Ratio0.060.5611%
Annual Report Gross Expense Ratio0.060.5611%
Fund Existence34 years28 years-
Gain YTD13.93013.877100%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.29T319M717,868%
Annual Yield % from dividends0.990.59168%
Returns for 1 year20.3211.38179%
Returns for 3 years71.7654.13133%
Returns for 5 years66.6637.99175%
Returns for 10 years252.40129.02196%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
RAFCX43.510.30
+0.69%
American Funds AMCAP R-3
MECDX17.210.08
+0.47%
NYLI Epoch Capital Growth Class A
TSWIX29.48N/A
N/A
Transamerica International Equity I
GABGX133.78N/A
N/A
Gabelli Growth AAA
FEKFX20.92N/A
N/A
Fidelity Equity-Income K6