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VTSMX vs WFSPX
VTSMX vs WFSPX Comparison
Open Charts VTSMX vs WFSPX
Vanguard Total Stock Mkt Idx I
Price$135.37
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
iShares S&P 500 Index K
Price$663.45
Change+$3.81 (+0.58%)
VolumeN/A
Net Assets45.51B
VTSMX vs WFSPX Comparison Chart
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VTSMX vs. WFSPX commentary
May 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 VTSMX is a Buy and WFSPX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. WFSPX (45.5B). WFSPX (1.29) and VTSMX (1.26) have matching dividends . VTSMX was incepted earlier than WFSPX: VTSMX (33 years) vs WFSPX (32 years). VTSMX (0.14) is less costly to investors than WFSPX (0.03). WFSPX is a more actively managed with annual turnover of: 10.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than WFSPX: VTSMX (3000) vs WFSPX (5000000). WFSPX annual gain was more profitable for investors over the last year : 9.33 vs. VTSMX (7.85). WFSPX return over 5 years is better than : 103.50 vs. VTSMX (87.92).
| VTSMX | WFSPX | VTSMX / WFSPX | |
| Total Expense Ratio | 0.14 | 0.03 | 467% |
| Annual Report Gross Expense Ratio | 0.14 | 0.03 | 467% |
| Fund Existence | 33 years | 32 years | - |
| Gain YTD | -4.660 | -4.260 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72T | 45.5B | 3,771% |
| Annual Yield % from dividends | 1.26 | 1.29 | 98% |
| Returns for 1 year | 7.85 | 9.33 | 84% |
| Returns for 3 years | 39.37 | 41.46 | 95% |
| Returns for 5 years | 87.92 | 103.50 | 85% |
| Returns for 10 years | 162.78 | 196.19 | 83% |
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