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VTSMX vs WFIVX
VTSMX vs WFIVX Comparison
Open Charts VTSMX vs WFIVX
VTSMX vs WFIVX Comparison Chart in %
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VTSMX vs. WFIVX commentary
Jul 23, 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.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.3T vs. WFIVX (312M). VTSMX pays higher dividends than WFIVX: VTSMX (0.99) vs WFIVX (0.59). VTSMX was incepted earlier than WFIVX: VTSMX (34 years) vs WFIVX (27 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 : 19.38 vs. WFIVX (10.61). VTSMX return over 5 years is better than : 63.17 vs. WFIVX (35.17).
| VTSMX | WFIVX | VTSMX / WFIVX | |
| Total Expense Ratio | 0.06 | 0.56 | 11% |
| Annual Report Gross Expense Ratio | 0.06 | 0.56 | 11% |
| Fund Existence | 34 years | 27 years | - |
| Gain YTD | 10.263 | 10.358 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.3T | 312M | 736,538% |
| Annual Yield % from dividends | 0.99 | 0.59 | 168% |
| Returns for 1 year | 19.38 | 10.61 | 183% |
| Returns for 3 years | 64.30 | 47.64 | 135% |
| Returns for 5 years | 63.17 | 35.17 | 180% |
| Returns for 10 years | 244.45 | 123.91 | 197% |
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