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VTSMX vs WFSPX
VTSMX vs WFSPX Comparison
Open Charts VTSMX vs WFSPX
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
iShares S&P 500 Index K
Price$701.92
Change+$6.95 (+1.00%)
VolumeN/A
Net Assets46.53B
VTSMX vs WFSPX Comparison Chart
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VTSMX vs. WFSPX commentary
Jan 19, 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 Hold and WFSPX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. WFSPX (46.5B). 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 : 26.88 vs. VTSMX (25.24). WFSPX return over 5 years is better than : 92.11 vs. VTSMX (76.07).
| 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 | 2.241 | 2.010 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.78T | 46.5B | 3,824% |
| Annual Yield % from dividends | 1.26 | 1.33 | 95% |
| Returns for 1 year | 25.24 | 26.88 | 94% |
| Returns for 3 years | 28.94 | 36.33 | 80% |
| Returns for 5 years | 76.07 | 92.11 | 83% |
| Returns for 10 years | 194.99 | 230.79 | 84% |
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