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VTSMX vs WFSPX
VTSMX vs WFSPX Comparison
Open Charts VTSMX vs WFSPX
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
iShares S&P 500 Index K
Price$688.63
Change-$9.11 (-1.31%)
VolumeN/A
CapitalizationN/A
VTSMX vs WFSPX Comparison Chart
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VTSMX vs. WFSPX commentary
Nov 18, 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 StrongSell and WFSPX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. WFSPX (46.1B). 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 (31.80) and VTSMX (30.52) have marching annual gain over last year. WFSPX return over 5 years is better than : 101.07 vs. VTSMX (83.72).
| 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 | 22.392 | 24.425 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.73T | 46.1B | 3,759% |
| Annual Yield % from dividends | 1.26 | 1.33 | 95% |
| Returns for 1 year | 30.52 | 31.80 | 96% |
| Returns for 3 years | 19.91 | 29.35 | 68% |
| Returns for 5 years | 83.72 | 101.07 | 83% |
| Returns for 10 years | 186.07 | 219.84 | 85% |