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VTSMX vs WFSPX
VTSMX vs WFSPX Comparison
Open Charts VTSMX vs WFSPX
Vanguard Total Stock Mkt Idx I
Price$145.82
Change-$0.72 (-0.49%)
VolumeN/A
CapitalizationN/A
iShares S&P 500 Index K
Price$707.60
Change+$0.05 (+0.01%)
VolumeN/A
CapitalizationN/A
VTSMX vs WFSPX Comparison Chart
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VTSMX vs. WFSPX commentary
Dec 19, 2024
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 StrongBuy and WFSPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. WFSPX (47.5B). WFSPX pays higher dividends than VTSMX: WFSPX (1.33) vs VTSMX (1.26). VTSMX was incepted earlier than WFSPX: VTSMX (33 years) vs WFSPX (31 years). WFSPX is a more actively managed with annual turnover of: 13.00 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 : 29.13 vs. VTSMX (26.90). WFSPX return over 5 years is better than : 101.40 vs. VTSMX (84.16).
| VTSMX | WFSPX | VTSMX / WFSPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 31 years | - |
| Gain YTD | 26.352 | 28.277 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84T | 47.5B | 3,865% |
| Annual Yield % from dividends | 1.26 | 1.33 | 95% |
| Returns for 1 year | 26.90 | 29.13 | 92% |
| Returns for 3 years | 27.88 | 36.27 | 77% |
| Returns for 5 years | 84.16 | 101.40 | 83% |
| Returns for 10 years | 192.04 | 226.13 | 85% |
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